Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Grand Island, NE
Every SEC-registered financial advisor at a firm office in Grand Island who lists the Certified Financial Planner designation, A to Z.
The short answer
9 CFP professionals work in Grand Island; the most are at Allen Capital Group, LLC (7). 0 are also registered broker representatives.
CFP advisors in Grand Island, A to Z
Every advisor in Grand Island →- Eric J. AllenAllen Capital Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark J. AllenAllen Capital Group, LLC · Certified Financial Planner
- Steven P. CahoyAllen Capital Group, LLC · Certified Financial Planner
- Bradley L. FeikAllen Capital Group, LLC · Certified Financial Planner
- Shawn G. HanquistFit Wealth · Certified Financial Planner
- Benjamin G. HanssenAllen Capital Group, LLC · Certified Financial Planner
- Allison M. HorakAllen Capital Group, LLC · Certified Financial Planner
- Philip J. McBrideAllen Capital Group, LLC · Certified Financial Planner
- John W. PoseyPlains Advisory LLC · Certified Financial Planner
Firms with the most CFP professionals in Grand Island
CFP advisors in other Nebraska cities
All of Nebraska →Omaha 273Lincoln 82Norfolk 14Elkhorn 10Papillion 9Kearney 7Hastings 6Fremont 5Bellevue 3Bennington 3Blair 3Lexington 3North Platte 3
Questions
How many CFP financial advisors are in Grand Island, NE?
9 SEC-registered investment adviser representatives at firm offices in Grand Island, Nebraska list the CFP designation; Allen Capital Group, LLC employs the most of them (7).
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 Grand Island?
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.