Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Salem, OR
Every SEC-registered financial advisor at a firm office in Salem who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Salem; the most are at Edward Jones (5). 8 are also registered broker representatives.
CFP advisors in Salem, A to Z
Every advisor in Salem →- Michael A. BlanchardJgc Tax & Wealth Management · Certified Financial Planner
- David M. BuddAmeriprise Financial Services, LLC · Certified Financial Planner
- Chad S. CampbellCapital Financial Planners · Certified Financial Planner
- Corbin M. CourseyEp Wealth Advisors · Certified Financial Planner
- Caitlin M. DavisEdward Jones · Certified Financial Planner
- Jeffrey A. DavisEdward Jones · Certified Financial Planner
- Max J. ElvromKeudell Morrison Wealth Management, LLC · Certified Financial Planner
- Garry M. FalorEdward Jones · Certified Financial Planner
- Laurence T. HanslitsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Charisa L. HenckelEdward Jones · Certified Financial Planner
- Steven K. JamisonJh Advisors · Certified Financial Planner
- Brenna R. Jensen-BaucumCollective Wealth Planning · Certified Financial Planner
- Danae N. JohnsonCapital Financial Planners · Certified Financial Planner
- Katherine M. KeppelWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Larry K. KeudellKeudell Morrison Wealth Management, LLC · Certified Financial Planner
- Joseph M. MorelliKeudell Morrison Wealth Management, LLC · Certified Financial Planner
- Barrigan W. NelsonCapital Financial Planners · Certified Financial Planner
- John K. PalmerBfc Planning, Inc. · Certified Financial Planner
- Wolfgang T. SaillerGoldmark Financial Planners, LLC · Certified Financial Planner
- Timothy R. SparksEdward Jones · Certified Financial Planner
- Morgan SundMML Investors Services, LLC · Certified Financial Planner
- Joseph D. WittGoldmark Financial Planners, LLC · Certified Financial Planner
Firms with the most CFP professionals in Salem
Edward Jones 5Capital Financial Planners 3Keudell Morrison Wealth Management, LLC 3Goldmark Financial Planners, LLC 2Wealth Enhancement Advisory Services, LLC 2Ameriprise Financial Services, LLC 1Bfc Planning, Inc. 1Collective Wealth Planning 1Ep Wealth Advisors 1Jgc Tax & Wealth Management 1Jh Advisors 1MML Investors Services, LLC 1
CFP advisors in other Oregon cities
All of Oregon →Portland 215Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Grants 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 Salem, OR?
22 SEC-registered investment adviser representatives at firm offices in Salem, Oregon 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 Salem?
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.