Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bozeman, MT
Every SEC-registered financial advisor at a firm office in Bozeman who lists the Certified Financial Planner designation, A to Z.
49 CFP professionals work in Bozeman; the most are at Xypn Sapphire (11). 29 are also registered broker representatives.
CFP advisors in Bozeman, A to Z
Every advisor in Bozeman →- Anne O. AshtonD.A. Davidson & Co. · Certified Financial Planner
- Douglas M. BabcockProfessional Financial Management, Inc. · Certified Financial Planner
- Deivanayak T. BalakrishnanXypn Sapphire · Certified Financial Planner
- Quincey M. BeauchaineRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jon T. BicknellCetera Investment Advisers LLC · Certified Financial Planner
- Richard S. BoylesXypn Sapphire · Certified Financial Planner
- Jordan R. BrennerPinion Wealth Management, LLC · Certified Financial Planner
- Brian A. BrownD.A. Davidson & Co. · Certified Financial Planner
- Douglas E. CastleRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David G. ColeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Rebecca J. DammannAshton Thomas Private Wealth · Certified Financial Planner
- Phillip N. DangelloMML Investors Services, LLC · Certified Financial Planner
- William R. DrexlerXypn Sapphire · Certified Financial Planner, Chartered Financial Consultant
- Meredith A. FarrisMorgan Stanley · Certified Financial Planner
- Charles M. Feehely Jr.Xypn Sapphire · Certified Financial Planner
- Michael FinnXypn Sapphire · Certified Financial Planner, Chartered Financial Consultant
- Sarah FitzgeraldNorthfork Advisors · Certified Financial Planner
- Jase D. FosterD.A. Davidson & Co. · Certified Financial Planner
- Johannes C. FureXypn Sapphire · Certified Financial Planner
- Charles A. GriffithLPL Financial LLC · Certified Financial Planner
- Matthew N. HudakCocreate Financial · Certified Financial Planner
- Tyson H. HunterCetera Investment Advisers LLC · Certified Financial Planner
- John P. JenkinsXypn Sapphire · Certified Financial Planner
- Miguel A. JohnsonModern Wealth Management, LLC · Certified Financial Planner
- Paul A. JonesLPL Financial LLC · Certified Financial Planner
- Mark JutkowitzWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Nathan M. KirbyEdward Jones · Certified Financial Planner
- Katherine LeonardXypn Sapphire · Certified Financial Planner
- Michael J. LewisDestra Capital Advisors LLC · Certified Financial Planner
- Scott M. MalbasaXypn Sapphire · Certified Financial Planner
- Ryan D. MeeksD.A. Davidson & Co. · Certified Financial Planner
- Joshua MersbergerMerit Financial Advisors · Certified Financial Planner
- Jack D. MonteithMonteith Wealth · Certified Financial Planner
- Mike R. MonteithMonteith Wealth · Certified Financial Planner
- Tiffany L. MyersXypn Sapphire · Certified Financial Planner
- Carl M. NystuenD.A. Davidson & Co. · Certified Financial Planner
- Afton N. O'MearaEdward Jones · Certified Financial Planner
- Morgan F. OwenD.A. Davidson & Co. · Certified Financial Planner
- Lauren H. PeckLPL Financial LLC · Certified Financial Planner
- Katie E. PedersonEdward Jones · Certified Financial Planner
- Ronald A. RhoadesXypn Sapphire · Certified Financial Planner
- Daniel T. RitterLPL Financial LLC · Certified Financial Planner
- Neil T. SextonD.A. Davidson & Co. · Certified Financial Planner
- Brandon M. SmithProfessional Financial Management, Inc. · Certified Financial Planner
- Bridget ThibaultCharles Schwab & Co., Inc. · Certified Financial Planner
- Edward M. TompkinsOsaic Wealth, Inc. · Certified Financial Planner
- Matthew WelshCetera Investment Advisers LLC · Certified Financial Planner
- Jacob J. WernerD.A. Davidson & Co. · Certified Financial Planner
- Erin A. YostCharles Schwab & Co., Inc. · Certified Financial Planner
Firms with the most CFP professionals in Bozeman
Xypn Sapphire 11D.A. Davidson & Co. 8LPL Financial LLC 4Cetera Investment Advisers LLC 3Edward Jones 3Raymond James Financial Services Advisors, Inc. 3Charles Schwab & Co., Inc. 2Monteith Wealth 2Professional Financial Management, Inc. 2Ashton Thomas Private Wealth 1Cocreate Financial 1Destra Capital Advisors LLC 1MML Investors Services, LLC 1Merit Financial Advisors 1Modern Wealth Management, LLC 1
CFP advisors in other Montana cities
All of Montana →Billings 28Missoula 22Helena 10Kalispell 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Lewistown 3Manhattan 3
Questions
How many CFP financial advisors are in Bozeman, MT?
49 SEC-registered investment adviser representatives at firm offices in Bozeman, Montana list the CFP designation; Xypn Sapphire employs the most of them (11).
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 Bozeman?
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.