Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Plentywood, MT
Every SEC-registered financial advisor at a firm office in Plentywood who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Plentywood; the most are at Investment Management Group (1). 0 are also registered broker representatives.
CFP advisors in Plentywood, A to Z
Every advisor in Plentywood →- Jonathan A. SkinnerInvestment Management Group · Certified Financial Planner
Firms with the most CFP professionals in Plentywood
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 Plentywood, MT?
1 SEC-registered investment adviser representatives at firm offices in Plentywood, Montana list the CFP designation; Investment Management Group 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 Plentywood?
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.