Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Clackamas, OR
Every SEC-registered financial advisor at a firm office in Clackamas who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Clackamas; the most are at LPL Financial LLC (6). 9 are also registered broker representatives.
CFP advisors in Clackamas, A to Z
Every advisor in Clackamas →- Tina L. BrannanLPL Financial LLC · Certified Financial Planner
- Gary J. BuczkowskiAmeriprise Financial Services, LLC · Certified Financial Planner
- Henry K. JungLPL Financial LLC · Certified Financial Planner
- Randal L. LishkaLPL Financial LLC · Certified Financial Planner
- Larry G. McClanahanWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jonathan M. OwensOsaic Wealth, Inc. · Certified Financial Planner
- Matthew D. RussellLPL Financial LLC · Certified Financial Planner
- Miyoko SegawaLPL Financial LLC · Certified Financial Planner
- Gretchen StangierStangier Wealth Management · Certified Financial Planner
- Ronald E. WilkinsonPinnacle Wealth Advisors · Certified Financial Planner
- Stephen K. WilmotLPL Financial LLC · Certified Financial Planner
- Wai Ngan H. YuSumma Global Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Clackamas
LPL Financial LLC 6Ameriprise Financial Services, LLC 1Osaic Wealth, Inc. 1Pinnacle Wealth Advisors 1Stangier Wealth Management 1Summa Global Advisors, LLC 1Wealth Enhancement Advisory Services, LLC 1
CFP advisors in other Oregon cities
All of Oregon →Portland 215Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Medford 12Hillsboro 11West Linn 11Corvallis 10Ashland 8Jacksonville 8Oregon City 8Tualatin 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Sherwood 4Wilsonville 4Bandon 3
Questions
How many CFP financial advisors are in Clackamas, OR?
12 SEC-registered investment adviser representatives at firm offices in Clackamas, Oregon list the CFP designation; LPL Financial LLC employs the most of them (6).
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 Clackamas?
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.