Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Logan, UT
Every SEC-registered financial advisor at a firm office in Logan who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Logan; the most are at Adams Wealth Advisors (5). 10 are also registered broker representatives.
CFP advisors in Logan, A to Z
Every advisor in Logan →- Steven C. AdamsAdams Wealth Advisors · Certified Financial Planner
- Tron M. ArnoldEdward Jones · Certified Financial Planner
- Braydon BarlowAdams Wealth Advisors · Certified Financial Planner
- Nathan A. BlotterLPL Financial LLC · Certified Financial Planner
- Ryan M. BohmAndina Advisors · Certified Financial Planner
- Tyler J. DavisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Mitchell J. GreeneAdams Wealth Advisors · Certified Financial Planner
- Stockton N. GunnellBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- Kent B. HaueterHarold Dance Investments · Certified Financial Planner, Chartered Financial Consultant
- Brad HessLPL Financial LLC · Certified Financial Planner
- Scott E. LeavittAdams Wealth Advisors · Certified Financial Planner
- Tyler J. LittlefieldLPL Financial LLC · Certified Financial Planner
- Jaeden G. MayRiley S. Crosbie Advisory, LLC · Certified Financial Planner
- Paul M. NormanAscend Investment Partners · Certified Financial Planner
- Jeffrey R. OlsenEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Robert B. ReayAdams Wealth Advisors · Certified Financial Planner
- Kristilyn WilkinsonHarold Dance Investments · Certified Financial Planner
- Ryker J. WoolseyEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Logan
Adams Wealth Advisors 5Edward Jones 4LPL Financial LLC 3Harold Dance Investments 2Andina Advisors 1Ascend Investment Partners 1Benjamin F. Edwards & Company, Inc. 1Riley S. Crosbie Advisory, LLC 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111Lehi 46South Jordan 46Orem 26Sandy 26Draper 23Cottonwood Heights 22Provo 20Farmington 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 Logan, UT?
18 SEC-registered investment adviser representatives at firm offices in Logan, Utah list the CFP designation; Adams Wealth Advisors 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 Logan?
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.