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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Dakota Dunes, SD

Every SEC-registered financial advisor at a firm office in Dakota Dunes who lists the Certified Financial Planner designation, A to Z.

The short answer

4 CFP professionals work in Dakota Dunes; the most are at Stifel, Nicolaus & Company, Incorporated (2). 4 are also registered broker representatives.

CFP advisors in Dakota Dunes, A to Z

Every advisor in Dakota Dunes →
  • Steven R. BallardAmeriprise Financial Services, LLC · Certified Financial Planner
  • Colton J. IrlbeckEdward Jones · Certified Financial Planner
  • Mary Ann M. KellyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Korey C. KletschkeStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Dakota Dunes

Stifel, Nicolaus & Company, Incorporated 2Ameriprise Financial Services, LLC 1Edward Jones 1

CFP advisors in other South Dakota cities

All of South Dakota →

Sioux Falls 51Rapid City 27Aberdeen 8Brookings 5Watertown 5Pierre 4Spearfish 4Huron 3

Questions

How many CFP financial advisors are in Dakota Dunes, SD?

4 SEC-registered investment adviser representatives at firm offices in Dakota Dunes, South Dakota list the CFP designation; Stifel, Nicolaus & Company, Incorporated 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 Dakota Dunes?

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.