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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Warrensburg, MO

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

The short answer

2 CFP professionals work in Warrensburg; the most are at Cetera Investment Advisers LLC (2). 2 are also registered broker representatives.

CFP advisors in Warrensburg, A to Z

Every advisor in Warrensburg →
  • Charles D. AppletonCetera Investment Advisers LLC · Certified Financial Planner
  • Seth W. PetschCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Warrensburg

Cetera Investment Advisers LLC 2

CFP advisors in other Missouri cities

All of Missouri →

St. Louis 606Chesterfield 120St Louis 92Kansas City 89Clayton 81Saint Louis 80Springfield 55Columbia 30Jefferson City 21Creve Coeur 20Frontenac 15Kirkwood 15Ofallon 15Des Peres 13Lee's Summit 13Independence 12North Kansas City 12Lees Summit 11Liberty 10St Charles 10Maryland Heights 9O'Fallon 9St Peters 9Saint Charles 8

Questions

How many CFP financial advisors are in Warrensburg, MO?

2 SEC-registered investment adviser representatives at firm offices in Warrensburg, Missouri list the CFP designation; Cetera Investment Advisers LLC employs the most of them (2).

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 Warrensburg?

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.