Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Norfolk, NE
Every SEC-registered financial advisor at a firm office in Norfolk who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Norfolk; the most are at Commonwealth Financial Network (7). 14 are also registered broker representatives.
CFP advisors in Norfolk, A to Z
Every advisor in Norfolk →- Ryan B. AndersonCommonwealth Financial Network · Certified Financial Planner
- Boden D. BiermanCommonwealth Financial Network · Certified Financial Planner
- Jasen S. BraunAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel K. GoekenOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Casey R. HerbolsheimerLPL Financial LLC · Certified Financial Planner
- Steven L. KimesLPL Enterprise, LLC · Certified Financial Planner
- Patricia L. LammliCommonwealth Financial Network · Certified Financial Planner
- Brenden M. OlsenCommonwealth Financial Network · Certified Financial Planner
- Charles G. OlsenCommonwealth Financial Network · Certified Financial Planner
- Adam D. OlsonMutual Of Omaha Investor Services, Inc. · Certified Financial Planner
- Jeffry J. PhillipsLPL Financial LLC · Certified Financial Planner
- Travis D. RiggertCommonwealth Financial Network · Certified Financial Planner
- Cole M. RobergeEdward Jones · Certified Financial Planner
- Jack H. RotherCommonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Norfolk
Commonwealth Financial Network 7LPL Financial LLC 2Ameriprise Financial Services, LLC 1Edward Jones 1LPL Enterprise, LLC 1Mutual Of Omaha Investor Services, Inc. 1Osaic Wealth, Inc. 1
CFP advisors in other Nebraska cities
All of Nebraska →Omaha 273Lincoln 82Elkhorn 10Grand Island 9Papillion 9Kearney 7Hastings 6Fremont 5Bellevue 3Bennington 3Blair 3Lexington 3North Platte 3
Questions
How many CFP financial advisors are in Norfolk, NE?
14 SEC-registered investment adviser representatives at firm offices in Norfolk, Nebraska list the CFP designation; Commonwealth Financial Network 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 Norfolk?
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.