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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bismarck, ND

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

16 CFP professionals work in Bismarck; the most are at Edward Jones (5). 12 are also registered broker representatives.

CFP advisors in Bismarck, A to Z

Every advisor in Bismarck →

Firms with the most CFP professionals in Bismarck

Edward Jones 5Ameriprise Financial Services, LLC 2Osaic Wealth, Inc. 2Brady Martz Wealth Solutions, LLC 1Capital City Wealth Management, Inc. 1Creative Planning 1Fleischer & Johnson Wealth Management, Inc. 1LPL Financial LLC 1Morgan Stanley 1Stifel, Nicolaus & Company, Incorporated 1

CFP advisors in other North Dakota cities

All of North Dakota →

Fargo 25Grand Forks 11Minot 5Mandan 4West Fargo 3

Questions

How many CFP financial advisors are in Bismarck, ND?

16 SEC-registered investment adviser representatives at firm offices in Bismarck, North Dakota list the CFP designation; Edward Jones employs the most of them (5).

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 Bismarck?

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.