Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Reno, NV
Every SEC-registered financial advisor at a firm office in Reno who lists the Certified Financial Planner designation, A to Z.
82 CFP professionals work in Reno; the most are at Edward Jones (9). 44 are also registered broker representatives.
CFP advisors in Reno, A to Z
Every advisor in Reno →- Brian T. AllmanEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Lena J. ArmuthSensible Portfolios, LLC · Certified Financial Planner
- Gregory G. AveraExperience Your Wealth, LLC · Certified Financial Planner
- Thomas E. BarciaEdward Jones · Certified Financial Planner
- William A. BoggsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Bryson J. BohlanderEdward Jones · Certified Financial Planner
- Justin H. BoucherStrategic Advisers LLC · Certified Financial Planner
- Julianna A. BrayGw Financial · Certified Financial Planner
- Brett S. BryanCharles Schwab & Co., Inc. · Certified Financial Planner
- Jennifer M. ChappellRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Tayler R. CluttsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas R. CoheeLPL Financial LLC · Certified Financial Planner
- Michael P. CostelloeLPL Financial LLC · Certified Financial Planner
- Tyler A. CoxEdward Jones · Certified Financial Planner
- Kelly F. CraneWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Alyssa J. DalbeySchultz Financial Group Incorporated · Certified Financial Planner
- Keith R. DavisAmeriprise Financial Services, LLC · Certified Financial Planner
- Keith D. DelamarterLPL Financial LLC · Certified Financial Planner
- William G. DemarChoreo, LLC · Certified Financial Planner
- Mary K. DicensoLPL Financial LLC · Certified Financial Planner
- Cheryl L. DillonCharles Schwab & Co., Inc. · Certified Financial Planner
- Daniel J. DooleyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Lance A. DunnWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lisa S. ElkinsBelpointe Asset Management LLC · Certified Financial Planner
- Heidi A. FosterAmerican Wealth Management · Certified Financial Planner
- Christopher A. FoyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael S. FrauenknechtEdward Jones · Certified Financial Planner
- Jacqueline E. GarolEdward Jones · Certified Financial Planner
- William X. GeorgiadisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Colleen M. GiffinBelpointe Asset Management LLC · Certified Financial Planner
- Gregory F. GlodowskiCetera Investment Advisers LLC · Certified Financial Planner
- Brett J. GreenAshcroft Green Advisors, LLC · Certified Financial Planner
- Wendy A. HammondPrivate Advisor Group, LLC · Certified Financial Planner
- William M. HaynesHaynes Investment Advisors LLC · Certified Financial Planner
- Erika E. HerfertUBS Financial Services Inc. · Certified Financial Planner
- Lee J. HernandezFirmament Financial · Certified Financial Planner, Chartered Financial Analyst
- Eric A. HollenOpen Window Financial Solutions, Ltd. · Certified Financial Planner
- Joseph R. HollenOpen Window Financial Solutions, Ltd. · Certified Financial Planner
- Eugene E. HooverSavvy · Certified Financial Planner
- Kayleigh S. HornSchultz Financial Group Incorporated · Certified Financial Planner
- Bruce KajiwaraWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Personal Financial Specialist
- Loic Le MenerBelpointe Asset Management LLC · Certified Financial Planner
- Dongjoon LeeAmerican Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Timothy L. LewisEversource Wealth Advisors, LLC · Certified Financial Planner
- Tyson R. LokkeSavvy · Certified Financial Planner
- Brian M. LowranceSoftwealth · Certified Financial Planner
- Ryan P. MackGk Wealth Management LLC · Certified Financial Planner
- Phillip S. MahoneyLPL Financial LLC · Certified Financial Planner
- Gary MartinMorgan Stanley · Certified Financial Planner
- John R. MasciandaroBelpointe Asset Management LLC · Certified Financial Planner
- Benson P. MathewsVantage Wealth Planning · Certified Financial Planner
- William B. MattBelpointe Asset Management LLC · Certified Financial Planner
- Kyle R. McCannVantage Wealth Planning · Certified Financial Planner
- Jennifer MeansTci Wealth Advisors, Inc. · Certified Financial Planner
- Patricia F. MeidellAmerican Wealth Management · Certified Financial Planner
- Jamie A. MeronoffWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- David J. MillerUBS Financial Services Inc. · Certified Financial Planner
- Kevin MounkesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Anthony L. OzunaSierra Management Group · Certified Financial Planner
- William H. Palmer IIIEdward Jones · Certified Financial Planner
- Boyong ParkAmerican Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Alastair C. PattersonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kenneth J. PetersonMutual Advisors, LLC · Certified Financial Planner
- Conan PorterCharles Schwab & Co., Inc. · Certified Financial Planner
- German M. RamirezBelpointe Asset Management LLC · Certified Financial Planner
- Joshua RennieTci Wealth Advisors, Inc. · Certified Financial Planner
- Steven E. RoseCwm, LLC · Certified Financial Planner
- Neil E. SaizEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Kevin M. SanchezMorgan Stanley · Certified Financial Planner
- Martina M. SchackmanBenefit Financial Services Group · Certified Financial Planner, Chartered Financial Analyst
- Alyson T. SchaferStratos Wealth Advisors LLC · Certified Financial Planner
- Russell C. SchultzSchultz Financial Group Incorporated · Certified Financial Planner
- Vicki P. SchultzSchultz Financial Group Incorporated · Certified Financial Planner
- Brandon SchwartzWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mary I. SelfLPL Financial LLC · Certified Financial Planner
- Aaron R. SquiresSquires Law & Squires Investments, LLC · Certified Financial Planner, Chartered Financial Analyst
- Justin M. ThomasTci Wealth Advisors, Inc. · Certified Financial Planner
- Cameron T. TomOsaic Wealth, Inc. · Certified Financial Planner
- Brent A. WebsterMorgan Stanley · Certified Financial Planner
- Richard A. WickesThe Ameriflex Group · Certified Financial Planner
- Wei YeCaskwise Capital Inc. · Certified Financial Planner
- Kurt W. ZippBelpointe Asset Management LLC · Certified Financial Planner
Firms with the most CFP professionals in Reno
Edward Jones 9Belpointe Asset Management LLC 7Wells Fargo Advisors Financial Network, LLC 7LPL Financial LLC 6American Wealth Management 4Schultz Financial Group Incorporated 4Charles Schwab & Co., Inc. 3Morgan Stanley 3Tci Wealth Advisors, Inc. 3Open Window Financial Solutions, Ltd. 2Private Advisor Group, LLC 2Raymond James Financial Services Advisors, Inc. 2Savvy 2UBS Financial Services Inc. 2Vantage Wealth Planning 2
CFP advisors in other Nevada cities
All of Nevada →Las Vegas 126Henderson 33Incline Village 10Minden 7Sparks 6Zephyr Cove 5Carson City 3Dayton 3
Questions
How many CFP financial advisors are in Reno, NV?
82 SEC-registered investment adviser representatives at firm offices in Reno, Nevada list the CFP designation; Edward Jones employs the most of them (9).
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 Reno?
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.