Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Valley City, ND
Every SEC-registered financial advisor at a firm office in Valley City who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Valley City; the most are at Edward Jones (1). 2 are also registered broker representatives.
CFP advisors in Valley City, A to Z
Every advisor in Valley City →- Daniel C. KleinEdward Jones · Certified Financial Planner
- David W. RauschRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Valley City
Edward Jones 1Raymond James Financial Services Advisors, Inc. 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 Valley City, ND?
2 SEC-registered investment adviser representatives at firm offices in Valley City, North Dakota list the CFP designation; Edward Jones 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 Valley City?
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.