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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Omaha, NE

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

273 CFP professionals work in Omaha; the most are at Cwm, LLC (68). 119 are also registered broker representatives.

CFP advisors in Omaha, A to Z

Every advisor in Omaha →

Firms with the most CFP professionals in Omaha

Cwm, LLC 68Avior Wealth Management, LLC 15Cetera Investment Advisers LLC 15LPL Financial LLC 10Lutz Financial 10Charles Schwab & Co., Inc. 9Cambridge Investment Research Advisors, Inc. 7Osaic Wealth, Inc. 7Bridges Investment Management Inc. 6Edward Jones 6Orion Portfolio Solutions, LLC 6Stevens Capital Partners 6Mariner 5Wealthplan Investment Management LLC 5Creative Planning 4

CFP advisors in other Nebraska cities

All of Nebraska →

Lincoln 82Norfolk 14Elkhorn 10Grand Island 9Papillion 9Kearney 7Hastings 6Fremont 5Bellevue 3Bennington 3Blair 3Lexington 3North Platte 3

Questions

How many CFP financial advisors are in Omaha, NE?

273 SEC-registered investment adviser representatives at firm offices in Omaha, Nebraska list the CFP designation; Cwm, LLC employs the most of them (68).

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 Omaha?

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.