Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mandan, ND
Every SEC-registered financial advisor at a firm office in Mandan who lists the Certified Financial Planner designation, A to Z.
4 CFP professionals work in Mandan; the most are at Bona Fide Finance (1). 1 are also registered broker representatives.
CFP advisors in Mandan, A to Z
Every advisor in Mandan →- Jeffrey D. BaumgartnerXypn Sapphire · Certified Financial Planner
- Bradley BlazekEdward Jones · Certified Financial Planner
- Michelle M. HolmesBriaud Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Benjamin R. MartinekBona Fide Finance · Certified Financial Planner
Firms with the most CFP professionals in Mandan
Bona Fide Finance 1Briaud Financial Advisors 1Edward Jones 1Xypn Sapphire 1
CFP advisors in other North Dakota cities
All of North Dakota →Questions
How many CFP financial advisors are in Mandan, ND?
4 SEC-registered investment adviser representatives at firm offices in Mandan, North Dakota list the CFP designation; Bona Fide Finance 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 Mandan?
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.