Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Elkhorn, NE
Every SEC-registered financial advisor at a firm office in Elkhorn who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Elkhorn; the most are at Principal Securities, Inc. (2). 8 are also registered broker representatives.
CFP advisors in Elkhorn, A to Z
Every advisor in Elkhorn →- Cindy S. BojanskiValmark Advisers, Inc. · Certified Financial Planner
- Michael L. DemersValmark Advisers, Inc. · Certified Financial Planner
- Brianne R. FaulknerPrincipal Securities, Inc. · Certified Financial Planner
- Ia V. HaganRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Jack HermanMariner · Certified Financial Planner
- Richard T. LipprandLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Angelica M. MitchellModern Wealth Management, LLC · Certified Financial Planner
- Jamison R. MoellerPrincipal Securities, Inc. · Certified Financial Planner
- Tiffany L. PolifkaArnold Weitz & Co. · Certified Financial Planner
- Nichol E. RogersRobert W. Baird & Co. Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Elkhorn
Principal Securities, Inc. 2Robert W. Baird & Co. Incorporated 2Valmark Advisers, Inc. 2Arnold Weitz & Co. 1LPL Financial LLC 1Mariner 1Modern Wealth Management, LLC 1
CFP advisors in other Nebraska cities
All of Nebraska →Omaha 273Lincoln 82Norfolk 14Grand Island 9Papillion 9Kearney 7Hastings 6Fremont 5Bellevue 3Bennington 3Blair 3Lexington 3North Platte 3
Questions
How many CFP financial advisors are in Elkhorn, NE?
10 SEC-registered investment adviser representatives at firm offices in Elkhorn, Nebraska list the CFP designation; Principal Securities, Inc. employs the most of them (2).
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 Elkhorn?
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.