Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kearney, NE
Every SEC-registered financial advisor at a firm office in Kearney who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Kearney; the most are at LPL Financial LLC (2). 5 are also registered broker representatives.
CFP advisors in Kearney, A to Z
Every advisor in Kearney →- Tristan J. CrookOldfather Financial Services · Certified Financial Planner
- Ronald L. EckloffLPL Financial LLC · Certified Financial Planner
- Kristina M. HoeltingAmeritas Advisory Services, LLC · Certified Financial Planner
- Ryan M. KrantzLPL Financial LLC · Certified Financial Planner
- Steven J. LindCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michelle A. SeebaEdward Jones · Certified Financial Planner
- John E. TernusStonebridge Wealth Systems LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Kearney
LPL Financial LLC 2Ameritas Advisory Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Oldfather Financial Services 1Stonebridge Wealth Systems LLC 1
CFP advisors in other Nebraska cities
All of Nebraska →Omaha 273Lincoln 82Norfolk 14Elkhorn 10Grand Island 9Papillion 9Hastings 6Fremont 5Bellevue 3Bennington 3Blair 3Lexington 3North Platte 3
Questions
How many CFP financial advisors are in Kearney, NE?
7 SEC-registered investment adviser representatives at firm offices in Kearney, Nebraska list the CFP designation; LPL Financial LLC 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 Kearney?
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.