Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Miles City, MT
Every SEC-registered financial advisor at a firm office in Miles City who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Miles City; the most are at Edward Jones (1). 2 are also registered broker representatives.
CFP advisors in Miles City, A to Z
Every advisor in Miles City →- Curtis T. AlmyOsaic Wealth, Inc. · Certified Financial Planner
- Joshua M. SloanEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Miles City
CFP advisors in other Montana cities
All of Montana →Bozeman 49Billings 28Missoula 22Helena 10Kalispell 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Lewistown 3Manhattan 3
Questions
How many CFP financial advisors are in Miles City, MT?
2 SEC-registered investment adviser representatives at firm offices in Miles City, Montana list the CFP designation; Edward Jones 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 Miles City?
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.