Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Draper, UT
Every SEC-registered financial advisor at a firm office in Draper who lists the Certified Financial Planner designation, A to Z.
The short answer
25 CFP professionals work in Draper; the most are at Capita Financial Network, LLC (7). 7 are also registered broker representatives.
CFP advisors in Draper, A to Z
Every advisor in Draper →- Jessica BrianHanks Capital Management, LLC · Certified Financial Planner
- Benjamin A. CliffordLPL Financial LLC · Certified Financial Planner
- Nathaniel R. CrowtherCetera Investment Advisers LLC · Certified Financial Planner
- Richard P. CunninghamSummit Global Investments, LLC · Certified Financial Planner
- Rinar S. EricksonCapita Financial Network, LLC · Certified Financial Planner
- James A. FerrinAsset One Wealth Management, LLC · Certified Financial Planner
- James T. FerrinAsset One Wealth Management, LLC · Certified Financial Planner
- James P. FranklinAsset One Wealth Management, LLC · Certified Financial Planner
- Zachary R. GeertsenCapita Financial Network, LLC · Certified Financial Planner
- Timothy M. GottfredsonCapita Financial Network, LLC · Certified Financial Planner
- Bradyn HaderlieCapita Financial Network, LLC · Certified Financial Planner
- Brian HanksHanks Capital Management, LLC · Certified Financial Planner
- Andrew HillsSan Francisco Wealth Planning LLC · Certified Financial Planner
- Sean D. JonesCapita Financial Network, LLC · Certified Financial Planner
- Kevin J. LarsonCetera Investment Advisers LLC · Certified Financial Planner
- Tyson S. LongCapita Financial Network, LLC · Certified Financial Planner
- John A. MartindaleBeacon Pointe Advisors, LLC · Certified Financial Planner
- Kevin D. MichelsMedicus Wealth Planning, Inc. · Certified Financial Planner
- Ryan S. RichardsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael B. RileyCoign Capital Advisors LLC · Certified Financial Planner
- Allyn B. ShawRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Mitchell T. SwensenStrategic Advisers LLC · Certified Financial Planner
- Barton D. WagstaffCapita Financial Network, LLC · Certified Financial Planner
- Brett D. WestonMedicus Wealth Planning, Inc. · Certified Financial Planner
- Evan ZollingerAlpha Wealth Funds, LLC · Certified Financial Planner
Firms with the most CFP professionals in Draper
Capita Financial Network, LLC 7Asset One Wealth Management, LLC 3Cetera Investment Advisers LLC 2Hanks Capital Management, LLC 2Medicus Wealth Planning, Inc. 2Raymond James Financial Services Advisors, Inc. 2Alpha Wealth Funds, LLC 1Beacon Pointe Advisors, LLC 1Coign Capital Advisors LLC 1LPL Financial LLC 1San Francisco Wealth Planning LLC 1Strategic Advisers LLC 1Summit Global Investments, LLC 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111Lehi 46South Jordan 46Orem 26Sandy 26Cottonwood Heights 22Provo 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 Draper, UT?
25 SEC-registered investment adviser representatives at firm offices in Draper, Utah list the CFP designation; Capita Financial Network, LLC employs the most of them (7).
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 Draper?
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.