Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kalispell, MT
Every SEC-registered financial advisor at a firm office in Kalispell who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Kalispell; the most are at Edward Jones (2). 6 are also registered broker representatives.
CFP advisors in Kalispell, A to Z
Every advisor in Kalispell →- Adam R. CoughlinEvergreen Wealth Partners LLC · Certified Financial Planner
- Michael W. FrenchLPL Financial LLC · Certified Financial Planner
- Jon J. JordanEdward Jones · Certified Financial Planner
- John M. KnopikAscent Wealth Management · Certified Financial Planner
- Tary B. Middlesworth Jr.Entrusted Wealth · Certified Financial Planner, Chartered Financial Analyst
- Brett A. MillerRaymond James & Associates, Inc. · Certified Financial Planner
- Donald A. RichLPL Financial LLC · Certified Financial Planner
- Jesse C. RiglerEdward Jones · Certified Financial Planner
- Jacob J. TurleyCetera Investment Advisers LLC · Certified Financial Planner
- David WiggintonGlacier Investment Management · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Kalispell
Edward Jones 2LPL Financial LLC 2Ascent Wealth Management 1Cetera Investment Advisers LLC 1Entrusted Wealth 1Evergreen Wealth Partners LLC 1Glacier Investment Management 1Raymond James & Associates, Inc. 1
CFP advisors in other Montana cities
All of Montana →Bozeman 49Billings 28Missoula 22Helena 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Lewistown 3Manhattan 3
Questions
How many CFP financial advisors are in Kalispell, MT?
10 SEC-registered investment adviser representatives at firm offices in Kalispell, Montana list the CFP designation; Edward Jones 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 Kalispell?
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.