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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Fremont, NE

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

5 CFP professionals work in Fremont; the most are at Edward Jones (2). 5 are also registered broker representatives.

CFP advisors in Fremont, A to Z

Every advisor in Fremont →
  • Todd V. ChaneyAmeriprise Financial Services, LLC · Certified Financial Planner
  • Michael D. GuilliattAusdal Financial Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jaime M. LuebbeEdward Jones · Certified Financial Planner
  • Isaac A. PadenOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Keith J. RedlinEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Fremont

Edward Jones 2Ameriprise Financial Services, LLC 1Ausdal Financial Partners, Inc. 1Osaic Wealth, Inc. 1

CFP advisors in other Nebraska cities

All of Nebraska →

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

Questions

How many CFP financial advisors are in Fremont, NE?

5 SEC-registered investment adviser representatives at firm offices in Fremont, Nebraska list the CFP designation; Edward Jones 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 Fremont?

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.