Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Holderness, NH
Every SEC-registered financial advisor at a firm office in Holderness who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Holderness; the most are at Willow Planning Group, LLC (1). 0 are also registered broker representatives.
CFP advisors in Holderness, A to Z
Every advisor in Holderness →- Kelly LuethjeWillow Planning Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Holderness
CFP advisors in other New Hampshire cities
All of New Hampshire →Bedford 65Portsmouth 62Manchester 20Nashua 20Concord 16Salem 16Merrimack 14Keene 12Windham 11Stratham 10Exeter 9Wolfeboro 9Hanover 8Hampton 6Rochester 6Amherst 5Rye 5Dover 4Laconia 4North Hampton 4Derry 3Goffstown 3Londonderry 3Raymond 3
Questions
How many CFP financial advisors are in Holderness, NH?
1 SEC-registered investment adviser representatives at firm offices in Holderness, New Hampshire list the CFP designation; Willow Planning Group, LLC employs the most of them (1).
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 Holderness?
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.