Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kinnelon, NJ
Every SEC-registered financial advisor at a firm office in Kinnelon who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Kinnelon; the most are at Asset Advisory Group, Inc. (2). 2 are also registered broker representatives.
CFP advisors in Kinnelon, A to Z
Every advisor in Kinnelon →- Robert W. DavisKestra Advisory Services, LLC · Certified Financial Planner
- Sonalika LovatoMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Amanda Z. McGrathAsset Advisory Group, Inc. · Certified Financial Planner
- Zoriana M. StawnychyStawnychy Financial Services, Inc. · Certified Financial Planner
- Paul B. ZochAsset Advisory Group, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Kinnelon
Asset Advisory Group, Inc. 2Kestra Advisory Services, LLC 1MML Investors Services, LLC 1Stawnychy Financial Services, Inc. 1
CFP advisors in other New Jersey cities
All of New Jersey →Morristown 182Red Bank 87Parsippany 84Paramus 83Florham Park 64Marlton 57Princeton 53Summit 50Englewood 37Westwood 32Cherry Hill 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16
Questions
How many CFP financial advisors are in Kinnelon, NJ?
5 SEC-registered investment adviser representatives at firm offices in Kinnelon, New Jersey list the CFP designation; Asset Advisory Group, Inc. 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 Kinnelon?
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.