Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lehi, UT
Every SEC-registered financial advisor at a firm office in Lehi who lists the Certified Financial Planner designation, A to Z.
46 CFP professionals work in Lehi; the most are at B.O.S.s. Retirement Advisors, LLC (5). 11 are also registered broker representatives.
CFP advisors in Lehi, A to Z
Every advisor in Lehi →- Daniel M. AllgaierArtstone Private Wealth · Certified Financial Planner
- Brock K. AlvordTanara Wealth Management LLC · Certified Financial Planner
- Michael BakerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Douglas R. BeanPrivate Advisory · Certified Financial Planner
- Nicholas V. BodilyAmicus Financial Advisors, LLC · Certified Financial Planner
- Brennon S. BowenPure Financial Advisors, LLC · Certified Financial Planner
- David J. BoydB.O.S.s. Retirement Advisors, LLC · Certified Financial Planner
- John P. BroughB.O.S.s. Retirement Advisors, LLC · Certified Financial Planner
- Cory P. CarlingCapital Wealth, LLC · Certified Financial Planner
- Matthew T. ChambersPrivate Advisory · Certified Financial Planner
- Lowell C. CrabbDrive Wealth Advisers · Certified Financial Planner
- Christopher J. DolanB.O.S.s. Retirement Advisors, LLC · Certified Financial Planner
- Toria B. DoverStrategic Advisers LLC · Certified Financial Planner
- Marco A. FigueroaAmicus Financial Advisors, LLC · Certified Financial Planner
- Skyler C. FredricksonB.O.S.s. Retirement Advisors, LLC · Certified Financial Planner
- Brady J. FullerB.O.S.s. Retirement Advisors, LLC · Certified Financial Planner
- Benjamin GajardoGajardo Wealth Management LLC · Certified Financial Planner
- Joshua M. GlennPrivate Advisory · Certified Financial Planner
- Alex P. GrahamTanara Wealth Management LLC · Certified Financial Planner
- Riley HaleTech Wealth, LLC · Certified Financial Planner
- Christopher G. HedquistTownsquare Capital, LLC · Certified Financial Planner
- Mark A. KnutsonOsaic Wealth, Inc. · Certified Financial Planner
- Kaige B. KorthDrive Wealth Advisers · Certified Financial Planner
- Lindsey C. LewisSavvy · Certified Financial Planner, Chartered Financial Consultant
- Roger Z. LoweTanara Wealth Management LLC · Certified Financial Planner
- Gregory B. MaxwellAmicus Financial Advisors, LLC · Certified Financial Planner
- Robert V. MayneStrategic Advisers LLC · Certified Financial Planner
- Jared D. MitchellEdward Jones · Certified Financial Planner
- James D. MoyesWorld Investment Advisors, LLC · Certified Financial Planner
- Brady MurrayMML Investors Services, LLC · Certified Financial Planner
- Alan C. NygrenStrategic Advisers LLC · Certified Financial Planner
- Larry H. PetersonAmicus Financial Advisors, LLC · Certified Financial Planner
- Chad R. PoulsonDecker Retirement Planning Inc. · Certified Financial Planner
- Dillon RawsonPeak Financial Planning · Certified Financial Planner
- Stephen W. ReevesPrivate Advisory · Certified Financial Planner
- Jeffrey A. ReidTownsquare Capital, LLC · Certified Financial Planner
- Michael D. Reid Jr.Drive Wealth Advisers · Certified Financial Planner
- Samuel A. Rios-LazoCapital Wealth, LLC · Certified Financial Planner
- Ashley L. RussellStrategic Advisers LLC · Certified Financial Planner
- McKenna P. SheldonPrivate Advisory · Certified Financial Planner
- Nicholas B. SteckleinTelos Partners LLC · Certified Financial Planner
- James R. SweeneySwitchpoint Financial Planning LLC · Certified Financial Planner
- Tyler M. ThompsonTanara Wealth Management LLC · Certified Financial Planner
- Nicholas L. TrotterSolidarity Wealth, LLC · Certified Financial Planner
- Zachary M. WhitchurchSolidarity Capital Management, LLC · Certified Financial Planner
- Curtis R. WillardsonLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Lehi
B.O.S.s. Retirement Advisors, LLC 5Private Advisory 5Amicus Financial Advisors, LLC 4Strategic Advisers LLC 4Tanara Wealth Management LLC 4Drive Wealth Advisers 3Capital Wealth, LLC 2Edward Jones 2Solidarity Wealth, LLC 2Townsquare Capital, LLC 2Artstone Private Wealth 1Decker Retirement Planning Inc. 1Gajardo Wealth Management LLC 1LPL Financial LLC 1MML Investors Services, LLC 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111South Jordan 46Orem 26Sandy 26Draper 23Cottonwood 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 Lehi, UT?
46 SEC-registered investment adviser representatives at firm offices in Lehi, Utah list the CFP designation; B.O.S.s. Retirement Advisors, LLC 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 Lehi?
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.