Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Brookings, SD
Every SEC-registered financial advisor at a firm office in Brookings who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Brookings; the most are at Ameriprise Financial Services, LLC (2). 5 are also registered broker representatives.
CFP advisors in Brookings, A to Z
Every advisor in Brookings →- Jennifer EversonEdward Jones · Certified Financial Planner
- Robyn L. JensenAmeriprise Financial Services, LLC · Certified Financial Planner
- Cameron D. JonesLPL Financial LLC · Certified Financial Planner
- Bradley D. NessAmeriprise Financial Services, LLC · Certified Financial Planner
- Tracy R. OdegaardLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Brookings
Ameriprise Financial Services, LLC 2LPL Financial LLC 2Edward Jones 1
CFP advisors in other South Dakota cities
All of South Dakota →Sioux Falls 51Rapid City 27Aberdeen 8Watertown 5Dakota Dunes 4Pierre 4Spearfish 4Huron 3
Questions
How many CFP financial advisors are in Brookings, SD?
5 SEC-registered investment adviser representatives at firm offices in Brookings, South Dakota list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (2).
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 Brookings?
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.