Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Spearfish, SD
Every SEC-registered financial advisor at a firm office in Spearfish who lists the Certified Financial Planner designation, A to Z.
4 CFP professionals work in Spearfish; the most are at LPL Financial LLC (3). 4 are also registered broker representatives.
CFP advisors in Spearfish, A to Z
Every advisor in Spearfish →- David D. DonatLPL Financial LLC · Certified Financial Planner
- Kristen GullicksonLPL Financial LLC · Certified Financial Planner
- Ryan B. MeredithEdward Jones · Certified Financial Planner
- Caleb J. MontagLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Spearfish
CFP advisors in other South Dakota cities
All of South Dakota →Sioux Falls 51Rapid City 27Aberdeen 8Brookings 5Watertown 5Dakota Dunes 4Pierre 4Huron 3
Questions
How many CFP financial advisors are in Spearfish, SD?
4 SEC-registered investment adviser representatives at firm offices in Spearfish, South Dakota list the CFP designation; LPL Financial LLC 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 Spearfish?
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.