Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wyomissing, PA
Every SEC-registered financial advisor at a firm office in Wyomissing who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Wyomissing; the most are at Focus Partners Wealth, LLC (4). 8 are also registered broker representatives.
CFP advisors in Wyomissing, A to Z
Every advisor in Wyomissing →- Ann L. AinsworthMcFarland Associates · Certified Financial Planner
- Jeffrey A. BinghamPark Avenue Securities LLC · Certified Financial Planner
- Brad M. BrisanFocus Partners Wealth, LLC · Certified Financial Planner
- Michael J. DinanSavant Wealth Management · Certified Financial Planner
- Gregory S. FrankCommonwealth Financial Network · Certified Financial Planner
- Michael J. HeiserFocus Partners Wealth, LLC · Certified Financial Planner
- Michael J. Janvrin Sr.Atlas Wealth Partners LLC · Certified Financial Planner
- Virgil A. KahlCommonwealth Financial Network · Certified Financial Planner
- Christopher K. MakoschSchuylkill Financial, LLC · Certified Financial Planner
- Samuel A. MarrellaApella Wealth · Certified Financial Planner
- Sean P. McCulloughAtlas Wealth Partners LLC · Certified Financial Planner
- Kevin J. MillerLPL Financial LLC · Certified Financial Planner
- Jonathan D. MoyerPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher M. MuellerLPL Financial LLC · Certified Financial Planner
- Steven E. PottiegerConnors Investor Services Inc. · Certified Financial Planner
- Thomas D. ReardonRkl Private Wealth · Certified Financial Planner
- Jared L. RuppertWells Fargo Clearing Services, LLC · Certified Financial Planner
- Steven SilvermanConnors Investor Services Inc. · Certified Financial Planner
- Ricky L. SpeicherCommonwealth Financial Network · Certified Financial Planner
- Matthew R. SpezialettiFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Andrew T. UrbanFocus Partners Wealth, LLC · Certified Financial Planner
- Thomas K. WilliamsSavant Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Wyomissing
Focus Partners Wealth, LLC 4Commonwealth Financial Network 3Atlas Wealth Partners LLC 2Connors Investor Services Inc. 2LPL Financial LLC 2Savant Wealth Management 2Apella Wealth 1McFarland Associates 1Park Avenue Securities LLC 1Principal Securities, Inc. 1Rkl Private Wealth 1Schuylkill Financial, LLC 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29
Questions
How many CFP financial advisors are in Wyomissing, PA?
22 SEC-registered investment adviser representatives at firm offices in Wyomissing, Pennsylvania list the CFP designation; Focus Partners Wealth, LLC employs the most of them (4).
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 Wyomissing?
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.