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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Owasso, OK

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

3 CFP professionals work in Owasso; the most are at Edward Jones (2). 3 are also registered broker representatives.

CFP advisors in Owasso, A to Z

Every advisor in Owasso →

Firms with the most CFP professionals in Owasso

Edward Jones 2Cwm, LLC 1

CFP advisors in other Oklahoma cities

All of Oklahoma →

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

Questions

How many CFP financial advisors are in Owasso, OK?

3 SEC-registered investment adviser representatives at firm offices in Owasso, Oklahoma list the CFP designation; Edward Jones 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 Owasso?

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.