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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Broken Arrow, OK

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

5 CFP professionals work in Broken Arrow; the most are at Cetera Investment Advisers LLC (2). 4 are also registered broker representatives.

CFP advisors in Broken Arrow, A to Z

Every advisor in Broken Arrow →

Firms with the most CFP professionals in Broken Arrow

Cetera Investment Advisers LLC 2Edward Jones 2Aspen Wealth Planners LLC 1

CFP advisors in other Oklahoma cities

All of Oklahoma →

Tulsa 107Oklahoma City 74Edmond 32Bartlesville 12Norman 11Enid 5Jenks 5Duncan 4Muskogee 4Owasso 3Shawnee 3Stillwater 3Tahlequah 3

Questions

How many CFP financial advisors are in Broken Arrow, OK?

5 SEC-registered investment adviser representatives at firm offices in Broken Arrow, Oklahoma list the CFP designation; Cetera Investment Advisers LLC employs the most of them (2).

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 Broken Arrow?

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.