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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Carson City, NV

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

3 CFP professionals work in Carson City; the most are at Northrock Partners, LLC (2). 1 are also registered broker representatives.

CFP advisors in Carson City, A to Z

Every advisor in Carson City →
  • Bret A. GloverNorthrock Partners, LLC · Certified Financial Planner
  • Sandra L. HeersAmeriprise Financial Services, LLC · Certified Financial Planner
  • Stephen M. WestlakeNorthrock Partners, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Carson City

Northrock Partners, LLC 2Ameriprise Financial Services, LLC 1

CFP advisors in other Nevada cities

All of Nevada →

Las Vegas 126Reno 82Henderson 33Incline Village 10Minden 7Sparks 6Zephyr Cove 5Dayton 3

Questions

How many CFP financial advisors are in Carson City, NV?

3 SEC-registered investment adviser representatives at firm offices in Carson City, Nevada list the CFP designation; Northrock Partners, 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 Carson City?

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.