Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family Office

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Whitefish, MT

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

6 CFP professionals work in Whitefish; the most are at LPL Financial LLC (1). 2 are also registered broker representatives.

CFP advisors in Whitefish, A to Z

Every advisor in Whitefish →

Firms with the most CFP professionals in Whitefish

LPL Financial LLC 1Main Line Retirement Advisors, LLC 1Piedmont Capital Management, LLC 1Royal Palms Capital, LLC 1Stack Financial Management Inc. 1T. Rowe Price Associates, Inc. 1

CFP advisors in other Montana cities

All of Montana →

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

Questions

How many CFP financial advisors are in Whitefish, MT?

6 SEC-registered investment adviser representatives at firm offices in Whitefish, Montana list the CFP designation; LPL Financial 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 Whitefish?

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.