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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pierre, SD

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

4 CFP professionals work in Pierre; the most are at Raymond James Financial Services Advisors, Inc. (2). 3 are also registered broker representatives.

CFP advisors in Pierre, A to Z

Every advisor in Pierre →
  • Sallie S. DotyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Kathryn M. GreenewayRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Kelly J. JonesonOptimum Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Matthew D. RoundsOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Pierre

Raymond James Financial Services Advisors, Inc. 2Optimum Wealth Management, LLC 1Osaic Wealth, Inc. 1

CFP advisors in other South Dakota cities

All of South Dakota →

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

Questions

How many CFP financial advisors are in Pierre, SD?

4 SEC-registered investment adviser representatives at firm offices in Pierre, South Dakota list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Pierre?

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.