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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lincoln, NE

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

82 CFP professionals work in Lincoln; the most are at LPL Financial LLC (14). 58 are also registered broker representatives.

CFP advisors in Lincoln, A to Z

Every advisor in Lincoln →

Firms with the most CFP professionals in Lincoln

LPL Financial LLC 14Osaic Wealth, Inc. 8Pittenger & Anderson Inc. 7Edward Jones 6Wells Fargo Clearing Services, LLC 6D.A. Davidson & Co. 4Hbe Wealth Management, LLC 4Ameriprise Financial Services, LLC 3Ameritas Advisory Services, LLC 3Cetera Investment Advisers LLC 2Flagstone Financial Management, LLC 2Kestra Advisory Services, LLC 2Stifel, Nicolaus & Company, Incorporated 2Wells Fargo Advisors Financial Network, LLC 2402 Financial 1

CFP advisors in other Nebraska cities

All of Nebraska →

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

Questions

How many CFP financial advisors are in Lincoln, NE?

82 SEC-registered investment adviser representatives at firm offices in Lincoln, Nebraska list the CFP designation; LPL Financial LLC employs the most of them (14).

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 Lincoln?

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.