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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Billings, MT

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

28 CFP professionals work in Billings; the most are at Edward Jones (9). 22 are also registered broker representatives.

CFP advisors in Billings, A to Z

Every advisor in Billings →

Firms with the most CFP professionals in Billings

Edward Jones 9Ameriprise Financial Services, LLC 4Investment Management Group 3D.A. Davidson & Co. 2LPL Financial LLC 2Allied Investment Advisors LLC 1Capstone Wealth 1Eagle Strategies LLC 1Evergreen Financial Group 1Osaic Wealth, Inc. 1Stifel, Nicolaus & Company, Incorporated 1U.S. Bancorp Advisors, LLC 1UBS Financial Services Inc. 1

CFP advisors in other Montana cities

All of Montana →

Bozeman 49Missoula 22Helena 10Kalispell 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Lewistown 3Manhattan 3

Questions

How many CFP financial advisors are in Billings, MT?

28 SEC-registered investment adviser representatives at firm offices in Billings, Montana list the CFP designation; Edward Jones employs the most of them (9).

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 Billings?

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.