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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Manhattan, MT

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

3 CFP professionals work in Manhattan; the most are at Chicago Partners Investment Group LLC (1). 1 are also registered broker representatives.

CFP advisors in Manhattan, A to Z

Every advisor in Manhattan →

Firms with the most CFP professionals in Manhattan

Chicago Partners Investment Group LLC 1Investment Management Group 1LPL Financial LLC 1

CFP advisors in other Montana cities

All of Montana →

Bozeman 49Billings 28Missoula 22Helena 10Kalispell 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Lewistown 3

Questions

How many CFP financial advisors are in Manhattan, MT?

3 SEC-registered investment adviser representatives at firm offices in Manhattan, Montana list the CFP designation; Chicago Partners Investment Group LLC employs the most of them (1).

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 Manhattan?

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.