Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Papillion, NE
Every SEC-registered financial advisor at a firm office in Papillion who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Papillion; the most are at Edward Jones (3). 5 are also registered broker representatives.
CFP advisors in Papillion, A to Z
Every advisor in Papillion →- Eric S. HorneArc Element Wealth Design · Certified Financial Planner
- Daniel B. KlineFair Winds Financial Planning · Certified Financial Planner, Chartered Financial Consultant
- Matthew KnierEdward Jones · Certified Financial Planner
- Kyle R. LongeneckerEdward Jones · Certified Financial Planner
- Thomas J. MaherWealthmark · Certified Financial Planner
- Valerie J. NewmanAmeriprise Financial Services, LLC · Certified Financial Planner
- Joshua A. SappEdward Jones · Certified Financial Planner
- John N. SchutziusCommonwealth Financial Network · Certified Financial Planner
- Elizabeth A. WilliamsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Papillion
Edward Jones 3Ameriprise Financial Services, LLC 1Arc Element Wealth Design 1Cambridge Investment Research Advisors, Inc. 1Commonwealth Financial Network 1Fair Winds Financial Planning 1Wealthmark 1
CFP advisors in other Nebraska cities
All of Nebraska →Omaha 273Lincoln 82Norfolk 14Elkhorn 10Grand Island 9Kearney 7Hastings 6Fremont 5Bellevue 3Bennington 3Blair 3Lexington 3North Platte 3
Questions
How many CFP financial advisors are in Papillion, NE?
9 SEC-registered investment adviser representatives at firm offices in Papillion, Nebraska list the CFP designation; Edward Jones employs the most of them (3).
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 Papillion?
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.