Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Missoula, MT
Every SEC-registered financial advisor at a firm office in Missoula who lists the Certified Financial Planner designation, A to Z.
The short answer
25 CFP professionals work in Missoula; the most are at D.A. Davidson & Co. (6). 18 are also registered broker representatives.
CFP advisors in Missoula, A to Z
Every advisor in Missoula →- Joseph BrandenburgAlongside, LLC · Certified Financial Planner
- Bradley B. CederbergD.A. Davidson & Co. · Certified Financial Planner
- Susan ColyerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Joshua D. EderSgl Investment Advisors, Inc. · Certified Financial Planner
- Morgan J. EichwaldD.A. Davidson & Co. · Certified Financial Planner
- Cynthia L. FritchD.A. Davidson & Co. · Certified Financial Planner
- Eivind GjetmundsenEdward Jones · Certified Financial Planner
- Casey A. HerronCharles Schwab & Co., Inc. · Certified Financial Planner
- Alan B. JensenLPL Financial LLC · Certified Financial Planner
- Eric R. JoyntProspettiva Financial · Certified Financial Planner, Chartered Financial Consultant
- Paul B. LasiterEvergreen Summit Advisors, LLC · Certified Financial Planner
- Alice MarquardtWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Rachael M. MorawskiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Molly NelsonMoneysense LLC · Certified Financial Planner
- John H. PassuccioD.A. Davidson & Co. · Certified Financial Planner
- Caleb A. PepperdayAdvanced Practice Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- David A. RosulekEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Raymond J. RoundD.A. Davidson & Co. · Certified Financial Planner
- Hannah L. Santa CruzPathfinder Planning And Investments · Certified Financial Planner
- Lucca R. ScarianoEdward Jones · Certified Financial Planner
- Greg L. SchmautzLPL Financial LLC · Certified Financial Planner
- Scott A. SeifertUBS Financial Services Inc. · Certified Financial Planner
- Robert D. SmithEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Sydney E. StabioD.A. Davidson & Co. · Certified Financial Planner
- Jill M. TrippPathfinder Planning And Investments · Certified Financial Planner
Firms with the most CFP professionals in Missoula
D.A. Davidson & Co. 6Edward Jones 6LPL Financial LLC 2Pathfinder Planning And Investments 2Advanced Practice Planning, LLC 1Alongside, LLC 1Charles Schwab & Co., Inc. 1Evergreen Summit Advisors, LLC 1Moneysense LLC 1Prospettiva Financial 1S.G. Long & Company 1Sgl Investment Advisors, Inc. 1UBS Financial Services Inc. 1Wells Fargo Advisors Financial Network, LLC 1
CFP advisors in other Montana cities
All of Montana →Bozeman 49Billings 28Helena 10Kalispell 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Lewistown 3Manhattan 3
Questions
How many CFP financial advisors are in Missoula, MT?
25 SEC-registered investment adviser representatives at firm offices in Missoula, Montana list the CFP designation; D.A. Davidson & Co. employs the most of them (6).
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 Missoula?
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.