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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Grafton, ND

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

1 CFP advisor work in Grafton; the most are at Ameriprise Financial Services, LLC (1). 1 are also registered broker representatives.

CFP advisors in Grafton, A to Z

Every advisor in Grafton →
  • Amber D. MeyerAmeriprise Financial Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Grafton

Ameriprise Financial Services, 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 Grafton, ND?

1 SEC-registered investment adviser representatives at firm offices in Grafton, North Dakota list the CFP designation; Ameriprise Financial Services, 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 Grafton?

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.