Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Helena, MT
Every SEC-registered financial advisor at a firm office in Helena who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Helena; the most are at Edward Jones (4). 9 are also registered broker representatives.
CFP advisors in Helena, A to Z
Every advisor in Helena →- Alexander D. BeveridgeEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Erin E. BradshawEdward Jones · Certified Financial Planner
- Jonathon S. ButlerOpulence Planning · Certified Financial Planner
- Shannon M. DailyEdward Jones · Certified Financial Planner
- Christopher A. FieldCetera Investment Advisers LLC · Certified Financial Planner
- Robert B. HasemanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Brian K. NelsonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Guy D. PeelOsaic Wealth, Inc. · Certified Financial Planner
- Peter D. SullivanCetera Investment Advisers LLC · Certified Financial Planner
- Daniel R. TrostD.A. Davidson & Co. · Certified Financial Planner
Firms with the most CFP professionals in Helena
Edward Jones 4Cetera Investment Advisers LLC 3D.A. Davidson & Co. 1Opulence Planning 1Osaic Wealth, Inc. 1
CFP advisors in other Montana cities
All of Montana →Bozeman 49Billings 28Missoula 22Kalispell 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Lewistown 3Manhattan 3
Questions
How many CFP financial advisors are in Helena, MT?
10 SEC-registered investment adviser representatives at firm offices in Helena, Montana list the CFP designation; Edward Jones employs the most of them (4).
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 Helena?
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.