Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lake Oswego, OR
Every SEC-registered financial advisor at a firm office in Lake Oswego who lists the Certified Financial Planner designation, A to Z.
71 CFP professionals work in Lake Oswego; the most are at Aldrich Wealth LP (7). 38 are also registered broker representatives.
CFP advisors in Lake Oswego, A to Z
Every advisor in Lake Oswego →- Cy O. AlemanUBS Financial Services Inc. · Certified Financial Planner
- Joseph AlfonsoAegis Financial Advisory · Certified Financial Planner, Chartered Financial Consultant
- Lincoln T. BachAerodigm Wealth LLC · Certified Financial Planner
- Tracy L. Baron GarciaTbg Investing · Certified Financial Planner
- Elizabeth A. BarryCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Shalisa G. BeckCharles Schwab & Co., Inc. · Certified Financial Planner
- Scott BerryOsaic Wealth, Inc. · Certified Financial Planner
- Kevin BrendenEdward Jones · Certified Financial Planner
- Jason L. BurkeCharles Schwab & Co., Inc. · Certified Financial Planner
- Martha M. CaldwellRaymond James & Associates, Inc. · Certified Financial Planner
- Todd M. CaldwellCharles Schwab & Co., Inc. · Certified Financial Planner
- David CasePlanful Finance LLC · Certified Financial Planner
- Kayla K. CookAldrich Wealth LP · Certified Financial Planner
- Jackson O. DavisAldrich Wealth LP · Certified Financial Planner
- Peter B. De GraffTaurus Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Will DietzCommonwealth Financial Network · Certified Financial Planner
- Daniel A. DunhamRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Douglas P. EikenberrySteward Partners Investment Advisory, LLC · Certified Financial Planner
- David T. FosterFoster & Wood, Inc. · Certified Financial Planner
- Scott M. FreyPlanful Finance LLC · Certified Financial Planner
- Douglas P. GoebelQuest Investment Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jason A. GongLifelong Wealth Management Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tyler M. GrantOsaic Wealth, Inc. · Certified Financial Planner
- Richard B. HallUBS Financial Services Inc. · Certified Financial Planner
- William B. HamiltonWbh Financial Services, LLC · Certified Financial Planner
- Dustin C. HumeD.A. Davidson & Co. · Certified Financial Planner
- Shane N. HuntCgc Financial Services · Certified Financial Planner
- Heidi M. JeromanovsEvergreen Capital Management LLC · Certified Financial Planner
- Marc M. KadomatsuHuman Investing · Certified Financial Planner, Chartered Financial Consultant
- Jacqueline J. KeeleWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Teriann KruseTandem Views Investment Services, LLC · Certified Financial Planner
- Ronald W. LamAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael J. LarleeD.A. Davidson & Co. · Certified Financial Planner
- Edward J. LeboldMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jonathan C. LeslieLPL Enterprise, LLC · Certified Financial Planner
- Michael J. MaletteriMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher S. McNabbAldrich Wealth LP · Certified Financial Planner
- Toshie MiuraCetera Investment Advisers LLC · Certified Financial Planner
- Zachary MullnixCharles Schwab & Co., Inc. · Certified Financial Planner
- Daniel J. MurphyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Daniel J. NanceCedar Mountain Advisors, LLC · Certified Financial Planner
- Amy B. OhTaurus Capital Advisors, LLC · Certified Financial Planner
- Tammi J. OrtegaLPL Financial LLC · Certified Financial Planner
- Paul A. PassarettiAmeriprise Financial Services, LLC · Certified Financial Planner
- Frederick J. Payne Jr.Swiftwater Capital · Certified Financial Planner
- Aaron PearsonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kimberly F. PerreiraMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Claudia PorterRfg Advisory, LLC · Certified Financial Planner
- Tawny M. RamonesAldrich Wealth LP · Certified Financial Planner
- Megan M. RichardsonEvergreen Capital Management LLC · Certified Financial Planner
- Elizabeth RoachAerodigm Wealth LLC · Certified Financial Planner
- Abbey RollinsAldrich Wealth LP · Certified Financial Planner
- Preston W. SchumacherLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- David E. SchwartzPrincipal Securities, Inc. · Certified Financial Planner
- Timothy D. SemlickPrincipal Securities, Inc. · Certified Financial Planner
- Isaiah R. SmithAldrich Wealth LP · Certified Financial Planner
- Courtney A. StewartRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David A. StocktonSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Patricia A. SturrSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Christopher D. TaylorAmeriprise Financial Services, LLC · Certified Financial Planner
- Pradeep TempalliAllium Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott A. TheodorsonVergepointe Wealth Management, LLC · Certified Financial Planner
- Jacqueline ThompsonAllium Financial Advisors, LLC · Certified Financial Planner
- Matthew S. TuttleEdward Jones · Certified Financial Planner
- Matthew D. VanceVergepointe Wealth Management, LLC · Certified Financial Planner
- Sandra J. WagnerWagner Planning · Certified Financial Planner
- Kelsey E. WalkerAldrich Wealth LP · Certified Financial Planner
- Jeremy D. WatsonDavidson & Watson Financial · Certified Financial Planner
- Eric J. WebergEdward Jones · Certified Financial Planner
- Wendy WellsCharles Schwab & Co., Inc. · Certified Financial Planner
- Mia J. WernerD.A. Davidson & Co. · Certified Financial Planner
Firms with the most CFP professionals in Lake Oswego
Aldrich Wealth LP 7Charles Schwab & Co., Inc. 5Ameriprise Financial Services, LLC 3D.A. Davidson & Co. 3Edward Jones 3Osaic Wealth, Inc. 3Steward Partners Investment Advisory, LLC 3Aerodigm Wealth LLC 2Allium Financial Advisors, LLC 2Evergreen Capital Management LLC 2LPL Financial LLC 2MML Investors Services, LLC 2Planful Finance LLC 2Principal Securities, Inc. 2Raymond James Financial Services Advisors, Inc. 2
CFP advisors in other Oregon cities
All of Oregon →Portland 215Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Clackamas 12Medford 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 Lake Oswego, OR?
71 SEC-registered investment adviser representatives at firm offices in Lake Oswego, Oregon list the CFP designation; Aldrich Wealth LP employs the most of them (7).
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 Lake Oswego?
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.