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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Fargo, ND

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

25 CFP professionals work in Fargo; the most are at Edward Jones (3). 14 are also registered broker representatives.

CFP advisors in Fargo, A to Z

Every advisor in Fargo →

Firms with the most CFP professionals in Fargo

Edward Jones 3LPL Financial LLC 3Osaic Institutions, Inc. 3Prairiewood Wealth Management 3Ameriprise Financial Services, LLC 2MML Investors Services, LLC 2Raymond James Financial Services Advisors, Inc. 2Eighth Wonder Investments 1Fjell Capital 1Light Financial Services, Inc. 1Osaic Wealth, Inc. 1Prime Capital Financial 1Savvy 1Wealth Forward, LLC 1Williams And Schiller Wealth Management, LLC 1

CFP advisors in other North Dakota cities

All of North Dakota →

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

Questions

How many CFP financial advisors are in Fargo, ND?

25 SEC-registered investment adviser representatives at firm offices in Fargo, North Dakota list the CFP designation; Edward Jones employs the most of them (3).

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 Fargo?

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.