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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bellevue, NE

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

3 CFP professionals work in Bellevue; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFP advisors in Bellevue, A to Z

Every advisor in Bellevue →

Firms with the most CFP professionals in Bellevue

Edward Jones 1Riverfront Wealth Management 1Van Clemens Wealth Management, LLC 1

CFP advisors in other Nebraska cities

All of Nebraska →

Omaha 273Lincoln 82Norfolk 14Elkhorn 10Grand Island 9Papillion 9Kearney 7Hastings 6Fremont 5Bennington 3Blair 3Lexington 3North Platte 3

Questions

How many CFP financial advisors are in Bellevue, NE?

3 SEC-registered investment adviser representatives at firm offices in Bellevue, Nebraska 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 Bellevue?

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.