Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ashland, OR
Every SEC-registered financial advisor at a firm office in Ashland who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Ashland; the most are at Koenig Investment Advisory, LLC (3). 1 are also registered broker representatives.
CFP advisors in Ashland, A to Z
Every advisor in Ashland →- Kenji BleickerEp Wealth Advisors · Certified Financial Planner
- Cassandra J. DexterNagel & Padilla, LLC · Certified Financial Planner
- Mark L. JaffeJaffe Financial Services, LLC · Certified Financial Planner
- Jeffrey L. McCulloughKoenig Investment Advisory, LLC · Certified Financial Planner
- Lorrie Anne MillerKoenig Investment Advisory, LLC · Certified Financial Planner
- Elizabeth A. MurphyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Hugo R. Sanchez IIKoenig Investment Advisory, LLC · Certified Financial Planner
- Chad M. SmithRetirement Planning Specialists, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Ashland
Koenig Investment Advisory, LLC 3Ep Wealth Advisors 1Jaffe Financial Services, LLC 1Nagel & Padilla, LLC 1Raymond James Financial Services Advisors, Inc. 1Retirement Planning Specialists, Inc. 1
CFP advisors in other Oregon cities
All of Oregon →Portland 215Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Clackamas 12Medford 12Hillsboro 11West Linn 11Corvallis 10Jacksonville 8Oregon City 8Tualatin 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Sherwood 4Wilsonville 4Bandon 3
Questions
How many CFP financial advisors are in Ashland, OR?
8 SEC-registered investment adviser representatives at firm offices in Ashland, Oregon list the CFP designation; Koenig Investment Advisory, LLC employs the most of them (3).
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 Ashland?
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.