Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Edmond, OK
Every SEC-registered financial advisor at a firm office in Edmond who lists the Certified Financial Planner designation, A to Z.
32 CFP professionals work in Edmond; the most are at Edward Jones (5). 19 are also registered broker representatives.
CFP advisors in Edmond, A to Z
Every advisor in Edmond →- Kelsey N. ArdiesGibraltar Capital Management, Inc. · Certified Financial Planner
- Larry R. AwbreyIndependent Financial Partners · Certified Financial Planner
- Joshua A. CainEdward Jones · Certified Financial Planner
- Michael E. CarterStrategic Advisers LLC · Certified Financial Planner
- M. Elaine DennisLPL Financial LLC · Certified Financial Planner
- Michael A. DroobyTranscendent Capital Group · Certified Financial Planner
- David C. FerrellTranscendent Capital Group · Certified Financial Planner, Chartered Financial Consultant
- Peter A. GregoryIndependent Financial Partners · Certified Financial Planner, Chartered Financial Analyst
- Nathan T. HabermanTrajan Wealth, L.L.C. · Certified Financial Planner
- Henry J. HaslerStrategic Advisers LLC · Certified Financial Planner
- Kenneth C. HeidenreichRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Candace R. HobbsEdward Jones · Certified Financial Planner
- Theodore J. HughesHughes Warren, Inc. · Certified Financial Planner
- Stephen C. JonesCetera Investment Advisers LLC · Certified Financial Planner
- Kristoffer A. KlingelhoefferMariner Independent · Certified Financial Planner, Chartered Financial Analyst
- John K. MaloneyLPL Financial LLC · Certified Financial Planner
- John D. MitchellAdvisor Resource Council · Certified Financial Planner
- Casey MorfordJm2 Capital Inc. · Certified Financial Planner
- Paul E. MortonCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ashlie D. NaderEdward Jones · Certified Financial Planner
- Shawn D. PeschkeCwm, LLC · Certified Financial Planner
- Joli N. ReesEdward Jones · Certified Financial Planner
- Timothy R. SingletonRhodes Investment Advisors, Inc. · Certified Financial Planner
- Jordan T. SpencerVox Financial Planning · Certified Financial Planner
- Michael A. StevensonCetera Investment Advisers LLC · Certified Financial Planner
- Brett A. ThompsonEdward Jones · Certified Financial Planner
- Charles B. TuttIndependent Financial Partners · Certified Financial Planner
- Gail L. Van NestCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Melinda WarrenHughes Warren, Inc. · Certified Financial Planner
- Matthew R. WedelCetera Investment Advisers LLC · Certified Financial Planner
- Harry L. Winston IIIWinston & Company, Inc. · Certified Financial Planner
- Samuel C. YoungsJm2 Capital Inc. · Certified Financial Planner
Firms with the most CFP professionals in Edmond
Edward Jones 5Cetera Investment Advisers LLC 3Independent Financial Partners 3Cambridge Investment Research Advisors, Inc. 2Hughes Warren, Inc. 2Jm2 Capital Inc. 2LPL Financial LLC 2Strategic Advisers LLC 2Transcendent Capital Group 2Advisor Resource Council 1Cwm, LLC 1Gibraltar Capital Management, Inc. 1Mariner Independent 1Raymond James Financial Services Advisors, Inc. 1Rhodes Investment Advisors, Inc. 1
CFP advisors in other Oklahoma cities
All of Oklahoma →Tulsa 107Oklahoma City 74Bartlesville 12Norman 11Broken Arrow 5Enid 5Jenks 5Duncan 4Muskogee 4Owasso 3Shawnee 3Stillwater 3Tahlequah 3
Questions
How many CFP financial advisors are in Edmond, OK?
32 SEC-registered investment adviser representatives at firm offices in Edmond, Oklahoma list the CFP designation; Edward Jones employs the most of them (5).
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 Edmond?
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.