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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Grand Forks, ND

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

The short answer

11 CFP professionals work in Grand Forks; the most are at Edward Jones (4). 8 are also registered broker representatives.

CFP advisors in Grand Forks, A to Z

Every advisor in Grand Forks →
  • Michael T. ElsberryLPL Financial LLC · Certified Financial Planner
  • Brian R. EmersonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Brian FedjeEdward Jones · Certified Financial Planner
  • Kristin HansonEdward Jones · Certified Financial Planner
  • Derrick P. JohnsonJohnson Wealth Management, LLC · Certified Financial Planner
  • Brian MatthewsCetera Investment Advisers LLC · Certified Financial Planner
  • Jay C. MatthewsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • James P. MortensonJohnson Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Zachary W. MotlBrady Martz Wealth Solutions, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alison L. PerezEdward Jones · Certified Financial Planner
  • Brian J. ThompsonLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Grand Forks

Edward Jones 4Cetera Investment Advisers LLC 2Johnson Wealth Management, LLC 2LPL Financial LLC 2Brady Martz Wealth Solutions, LLC 1

CFP advisors in other North Dakota cities

All of North Dakota →

Fargo 25Bismarck 16Minot 5Mandan 4West Fargo 3

Questions

How many CFP financial advisors are in Grand Forks, ND?

11 SEC-registered investment adviser representatives at firm offices in Grand Forks, North Dakota list the CFP designation; Edward Jones employs the most of them (4).

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 Grand Forks?

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.