Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cottonwood Heights, UT
Every SEC-registered financial advisor at a firm office in Cottonwood Heights who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Cottonwood Heights; the most are at Charles Schwab & Co., Inc. (5). 16 are also registered broker representatives.
CFP advisors in Cottonwood Heights, A to Z
Every advisor in Cottonwood Heights →- Matthew T. Bloom-KrullLido · Certified Financial Planner
- Christopher CampbellCharles Schwab & Co., Inc. · Certified Financial Planner
- Christopher S. CheneyTwin Peaks Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Cameron D. ColeEmpirical Wealth Management · Certified Financial Planner
- Maxwell A. CoullietteOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John R. EnghLPL Financial LLC · Certified Financial Planner
- Matthew J. GatherumOneamerica Securities, Inc. · Certified Financial Planner
- Curtis J. GrayCharles Schwab & Co., Inc. · Certified Financial Planner
- Shandon D. JohnsonSequoia Financial Group, L.L.C. · Certified Financial Planner
- Cody R. JudkinsCharles Schwab & Co., Inc. · Certified Financial Planner
- Alexander L. KaschmitterRaymond James & Associates, Inc. · Certified Financial Planner
- Peter A. MessinaAbg Consultants · Certified Financial Planner
- Jon L. NielsonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Natcha NussbaumCharles Schwab & Co., Inc. · Certified Financial Planner
- Jason E. PalmerOneamerica Securities, Inc. · Certified Financial Planner
- Samuel G. PetersonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jeffrey SmithSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Samuel A. ThomasCharles Schwab & Co., Inc. · Certified Financial Planner
- Ryan K. TuttleSofi Wealth LLC · Certified Financial Planner
- Carmen Valverde-GillEdward Jones · Certified Financial Planner
- Kaitlyn R. Van ZeeOsaic Wealth, Inc. · Certified Financial Planner
- Brian A. WorleySequoia Financial Group, L.L.C. · Certified Financial Planner
Firms with the most CFP professionals in Cottonwood Heights
Charles Schwab & Co., Inc. 5Oneamerica Securities, Inc. 3Cambridge Investment Research Advisors, Inc. 2Sequoia Financial Group, L.L.C. 2Abg Consultants 1Edward Jones 1Empirical Wealth Management 1LPL Financial LLC 1Lido 1Osaic Wealth, Inc. 1Raymond James & Associates, Inc. 1Schwab Wealth Advisory, Inc. 1Sofi Wealth LLC 1Twin Peaks Wealth Management LLC 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111Lehi 46South Jordan 46Orem 26Sandy 26Draper 23Provo 20Logan 18Farmington 15Holladay 15Murray 13Park City 13St. George 12Pleasant Grove 9Ogden 8Kaysville 7Midvale 6American Fork 5Bountiful 5Centerville 5Layton 5Saint George 5Springville 5St George 5
Questions
How many CFP financial advisors are in Cottonwood Heights, UT?
22 SEC-registered investment adviser representatives at firm offices in Cottonwood Heights, Utah list the CFP designation; Charles Schwab & Co., Inc. employs the most of them (5).
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 Cottonwood Heights?
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.