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SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bismark, ND

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

1 CFP advisor work in Bismark; the most are at Independent Advisor Alliance, LLC (1). 0 are also registered broker representatives.

CFP advisors in Bismark, A to Z

Every advisor in Bismark →
  • James A. FrigstadIndependent Advisor Alliance, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Bismark

Independent Advisor Alliance, LLC 1

CFP advisors in other North Dakota cities

All of North Dakota →

Fargo 25Bismarck 16Grand Forks 11Minot 5Mandan 4West Fargo 3

Questions

How many CFP financial advisors are in Bismark, ND?

1 SEC-registered investment adviser representatives at firm offices in Bismark, North Dakota list the CFP designation; Independent Advisor Alliance, 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 Bismark?

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.