Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kaysville, UT
Every SEC-registered financial advisor at a firm office in Kaysville who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Kaysville; the most are at Cwm, LLC (2). 2 are also registered broker representatives.
CFP advisors in Kaysville, A to Z
Every advisor in Kaysville →- Lucas L. AllenPrivate Advisor Group, LLC · Certified Financial Planner
- Matthew T. HoskinsKinnect Advisor Group, L.L.C. · Certified Financial Planner
- Max J. McQuistonCapital Client Group, Inc. · Certified Financial Planner
- Kevin B. OlsenStrategic Advisers LLC · Certified Financial Planner
- Joseph E. PondCwm, LLC · Certified Financial Planner
- Levi T. PortCwm, LLC · Certified Financial Planner
- Nicholas B. RosePure Financial Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Kaysville
Cwm, LLC 2Capital Client Group, Inc. 1Kinnect Advisor Group, L.L.C. 1Private Advisor Group, LLC 1Pure Financial Advisors, LLC 1Strategic Advisers LLC 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111Lehi 46South Jordan 46Orem 26Sandy 26Draper 23Cottonwood Heights 22Provo 20Logan 18Farmington 15Holladay 15Murray 13Park City 13St. George 12Pleasant Grove 9Ogden 8Midvale 6American Fork 5Bountiful 5Centerville 5Layton 5Saint George 5Springville 5St George 5
Questions
How many CFP financial advisors are in Kaysville, UT?
7 SEC-registered investment adviser representatives at firm offices in Kaysville, Utah list the CFP designation; Cwm, LLC 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 Kaysville?
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.