Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mitchell, SD
Every SEC-registered financial advisor at a firm office in Mitchell who lists the Certified Financial Planner designation, A to Z.
The short answer
4 CFP professionals work in Mitchell; the most are at Osaic Wealth, Inc. (3). 4 are also registered broker representatives.
CFP advisors in Mitchell, A to Z
Every advisor in Mitchell →- Kelly A. BucheEdward Jones · Certified Financial Planner
- Jerauld J. GarryOsaic Wealth, Inc. · Certified Financial Planner
- Jacquelyn D. JohnsonOsaic Wealth, Inc. · Certified Financial Planner
- Michael L. LebrunOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Mitchell
CFP advisors in other South Dakota cities
All of South Dakota →Sioux Falls 57Rapid City 32Aberdeen 10Watertown 7Brookings 6Dakota Dunes 5Huron 4Pierre 4Spearfish 4Brandon 3
Questions
How many CFP financial advisors are in Mitchell, SD?
4 SEC-registered investment adviser representatives at firm offices in Mitchell, South Dakota list the CFP designation; Osaic Wealth, Inc. employs the most of them (3).
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 Mitchell?
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.