Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Las Vegas, NV
Every SEC-registered financial advisor at a firm office in Las Vegas who lists the Certified Financial Planner designation, A to Z.
126 CFP professionals work in Las Vegas; the most are at The Ameriflex Group (20). 86 are also registered broker representatives.
CFP advisors in Las Vegas, A to Z
Every advisor in Las Vegas →- Caitlin AllardThe Wealth Consulting Group · Certified Financial Planner
- Scott M. BarberThe Ameriflex Group · Certified Financial Planner
- Austin L. BarrLPL Financial LLC · Certified Financial Planner
- Audry J. BatisteMariner Independent · Certified Financial Planner
- Lori H. BeanAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew A. BeesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jacob S. BierstedtLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Tony L. BrewerThe Wealth Consulting Group · Certified Financial Planner
- Joshua BrooksThe Ameriflex Group · Certified Financial Planner
- Robert H. BrownCharles Schwab & Co., Inc. · Certified Financial Planner
- Rebecca A. BuckleyStrategic Portfolio Advisors · Certified Financial Planner
- Lorraine B. CalcoteWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joseph CalderaLPL Financial LLC · Certified Financial Planner
- Nathaniel P. CarswellForthright Capital · Certified Financial Planner
- Jasen E. CassadyCassady Wealth & Retirement Planning L.L.C. · Certified Financial Planner
- Lien H. ChaingCogwheel Wealth Management, LLC · Certified Financial Planner
- Scott R. ChamberlainUBS Financial Services Inc. · Certified Financial Planner
- David N. ChavezJ.P. Morgan Securities LLC · Certified Financial Planner
- Meena S. ChengCommonwealth Financial Network · Certified Financial Planner
- Lori L. ChittendenBuckley Wealth · Certified Financial Planner
- Keith A. ChockOsaic Wealth, Inc. · Certified Financial Planner
- Rick K. CluckThe Ameriflex Group · Certified Financial Planner
- Patrick K. CollinsPark Avenue Securities LLC · Certified Financial Planner
- Cheryl A. ConstantinoThe Wealth Consulting Group · Certified Financial Planner
- Brian P. CunningMorgan Stanley · Certified Financial Planner
- Patrick J. DarbyDarby Wealth Planning LLC · Certified Financial Planner
- Anaii H. DavisCetera Investment Advisers LLC · Certified Financial Planner
- Brian C. DavisLPL Financial LLC · Certified Financial Planner
- Gary R. DavisFinancial & Tax Architects, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jennifer A. DavisSkyoak Capital, Inc. · Certified Financial Planner
- Joseph E. DelisiPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael A. DerhakeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ana M. DiazThe Ameriflex Group · Certified Financial Planner
- David S. DixonLPL Financial LLC · Certified Financial Planner
- Jeremy W. EllerEdward Jones · Certified Financial Planner
- Jason D. FinleyFinley Financial, LLC · Certified Financial Planner
- Jason A. FredericoPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Vincent M. GaraventaBauman Wealth Advisors · Certified Financial Planner
- Catherine V. GarciaThe Ameriflex Group · Certified Financial Planner
- David I. GarciaJ.P. Morgan Securities LLC · Certified Financial Planner
- Christopher W. GarnerNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Edmund R. Gifford Jr.Tactive Advisors, LLC · Certified Financial Planner
- Christopher D. GiulianiWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Marc M. GoldsteinSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ryan M. GristLPL Financial LLC · Certified Financial Planner
- Fred HamsayehWorld Investment Advisors, LLC · Certified Financial Planner
- James S. HatcherCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicholas J. HicklyThe Investment Counsel Company · Certified Financial Planner
- Paul E. HillCetera Investment Advisers LLC · Certified Financial Planner
- Matteo R. HochBird Spring Financial LLC · Certified Financial Planner
- Jocelyn W. HolzwarthOsaic Wealth, Inc. · Certified Financial Planner
- Khristopher R. HoopesUBS Financial Services Inc. · Certified Financial Planner
- Jun T. HuangInnosight Wealth Management LLC · Certified Financial Planner
- Tyler L. HuntQts Retirement Services LLC · Certified Financial Planner
- Kimiko InoueManhattan Global Asset Management LLC · Certified Financial Planner
- Joshua L. JonesThe Wealth Consulting Group · Certified Financial Planner
- Michael B. KeelerThe Ameriflex Group · Certified Financial Planner
- Thomas P. KerfootThe Ameriflex Group · Certified Financial Planner, Chartered Financial Consultant
- John J. KlumbachCetera Investment Advisers LLC · Certified Financial Planner
- Brian W. KofoedCaptrust · Certified Financial Planner
- Michelle M. KonstantarakisThe Investment Counsel Company · Certified Financial Planner
- Anton I. KulikovAk Investing · Certified Financial Planner
- Jesse A. KurraschThe Ameriflex Group · Certified Financial Planner
- Daurene LeeGsp Financial Strategies · Certified Financial Planner
- Michelle M. LeichtnerThe Ameriflex Group · Certified Financial Planner
- Christian M. LemkeThe Ameriflex Group · Certified Financial Planner
- Richard J. LondonLasalle St. Investment Advisors, L.L.C. · Certified Financial Planner
- Christina J. ManginoPurposeful Planning · Certified Financial Planner
- Mark MarklandThe Ameriflex Group · Certified Financial Planner
- Jake MarshallMorgan Stanley · Certified Financial Planner
- Ivan A. MathersonThe Ameriflex Group · Certified Financial Planner
- Brian J. MatthewsIntegrated Wealth Concepts LLC · Certified Financial Planner
- Matthew McCreaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Timothy F. McFallCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert D. MelinoThe Wealth Consulting Group · Certified Financial Planner
- Luisa Pamela C. MendozaDucere Wealth Management · Certified Financial Planner
- Alex M. MicknisThe Ameriflex Group · Certified Financial Planner
- James S. MilholenStrategic Advisers LLC · Certified Financial Planner
- Mark MillerThe Ameriflex Group · Certified Financial Planner
- Steven A. MillerSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Alexis R. MirandaDucere Wealth Management · Certified Financial Planner
- Juan L. MunozThe Wealth Consulting Group · Certified Financial Planner
- Matthew R. NicholsThe Wealth Consulting Group · Certified Financial Planner
- Mel OLPL Financial LLC · Certified Financial Planner
- Melissa C. OceanAbundant Wealth Strategies · Certified Financial Planner
- Amber K. OrtizRBC Securities, Inc. · Certified Financial Planner
- Vincent M. OttavianoCharles Schwab & Co., Inc. · Certified Financial Planner
- Gavin T. OwenCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Donald PearsonPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Emily C. PendletonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- James R. PetersTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Gregory D. PhelpsAllworth Financial, L.P. · Certified Financial Planner
- Jeffrey D. PotterRBC Capital Markets, LLC · Certified Financial Planner
- Dylan R. RamosLPL Financial LLC · Certified Financial Planner
- Jarmica D. ReeseLPL Financial LLC · Certified Financial Planner
- Timothy P. Reidy IVThe Ameriflex Group · Certified Financial Planner
- Mark A. ReinertThe Wealth Consulting Group · Certified Financial Planner
- Derek D. RosenbergMorgan Stanley · Certified Financial Planner
- Rylan RozellThe Ameriflex Group · Certified Financial Planner
- Andrew R. SantibanezNwf Advisory Services Inc. · Certified Financial Planner
- Jessica A. SaundersCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Alexa M. SerratosCharles Schwab & Co., Inc. · Certified Financial Planner
- David G. ShinkFinancial Institution Services, LLC · Certified Financial Planner
- John R. SkomskiThe Ameriflex Group · Certified Financial Planner
- Brianne E. SosciaThe Wealth Consulting Group · Certified Financial Planner
- Carlan D. StrandTransamerica Retirement Advisors, LLC · Certified Financial Planner
- Jessica A. SturinoThe Ameriflex Group · Certified Financial Planner
- Mark J. SudolLPL Financial LLC · Certified Financial Planner
- Zachary T. TaylorTrica Wealth Planning, LLC · Certified Financial Planner
- Aaron P. TellezRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Josephus L. TeurlingsMonocot Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel A. TollRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Adam B. UdyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- James B. UnderhillThe Ameriflex Group · Certified Financial Planner
- Jason A. WaughCassady Wealth & Retirement Planning L.L.C. · Certified Financial Planner
- Chris A. WibleLPL Financial LLC · Certified Financial Planner
- Danielle M. WinderWinder Wealth Management LLC · Certified Financial Planner
- Jeramy WoodsLPL Financial LLC · Certified Financial Planner
- Christopher M. WurstOne Wealth Map, LLC · Certified Financial Planner
- Devan C. WysonForthright Partnerstm · Certified Financial Planner
- Lotay YangBlack Card Circle · Certified Financial Planner
- Melissa YanoThe Ameriflex Group · Certified Financial Planner
- Patricia A. YeagerSimon Quick Advisors, LLC · Certified Financial Planner
- Mark T. YontzStrategic Advisers LLC · Certified Financial Planner
- Jeffery W. ZempLPL Financial LLC · Certified Financial Planner
- Guangzhi ZhaiMML Investors Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Las Vegas
The Ameriflex Group 20LPL Financial LLC 13The Wealth Consulting Group 9Cetera Investment Advisers LLC 5Park Avenue Securities LLC 4Wells Fargo Clearing Services, LLC 4Cambridge Investment Research Advisors, Inc. 3Charles Schwab & Co., Inc. 3Morgan Stanley 3Cassady Wealth & Retirement Planning L.L.C. 2Ducere Wealth Management 2J.P. Morgan Securities LLC 2MML Investors Services, LLC 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2
CFP advisors in other Nevada cities
All of Nevada →Reno 82Henderson 33Incline Village 10Minden 7Sparks 6Zephyr Cove 5Carson City 3Dayton 3
Questions
How many CFP financial advisors are in Las Vegas, NV?
126 SEC-registered investment adviser representatives at firm offices in Las Vegas, Nevada list the CFP designation; The Ameriflex Group employs the most of them (20).
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 Las Vegas?
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.