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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lee Summit, MO

Every SEC-registered financial advisor at a firm office in Lee Summit who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in Lee Summit; the most are at Modern Wealth Management, LLC (1). 0 are also registered broker representatives.

CFP advisors in Lee Summit, A to Z

Every advisor in Lee Summit →

Firms with the most CFP professionals in Lee Summit

Modern Wealth Management, LLC 1

CFP advisors in other Missouri cities

All of Missouri →

St. Louis 625Chesterfield 118Clayton 86St Louis 85Kansas City 82Saint Louis 78Springfield 55Columbia 33Creve Coeur 21Jefferson City 18Kirkwood 15Frontenac 14Lee's Summit 14Des Peres 13Maryland Heights 13North Kansas City 12O'Fallon 12Independence 11Lees Summit 11Saint Charles 11Liberty 10St Charles 10Ofallon 9Brentwood 8

Questions

How many CFP financial advisors are in Lee Summit, MO?

1 SEC-registered investment adviser representatives at firm offices in Lee Summit, Missouri list the CFP designation; Modern Wealth Management, LLC employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Lee Summit?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.