Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oklahoma
Every SEC-registered financial advisor in Oklahoma who lists the Certified Financial Planner designation, by city.
313 CFP professionals work in Oklahoma; the most are in Tulsa (107).
Cities in Oklahoma with CFP professionals
Every advisor in Oklahoma →Tulsa 107Oklahoma City 74Edmond 32Bartlesville 12Norman 11Broken Arrow 5Enid 5Jenks 5Duncan 4Muskogee 4Owasso 3Shawnee 3Stillwater 3Tahlequah 3
35 smaller places with one or two CFP professionals are in the advisor search.
CFP advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFP financial advisors are in Oklahoma?
313 SEC-registered investment adviser representatives in Oklahoma list the CFP designation; the most work in Tulsa (107).
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.
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.