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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Midvale, UT

Every SEC-registered financial advisor at a firm office in Midvale who lists the Certified Financial Planner designation, A to Z.

6 CFP professionals work in Midvale; the most are at Ameriprise Financial Services, LLC (3). 5 are also registered broker representatives.

CFP advisors in Midvale, A to Z

Every advisor in Midvale →

Firms with the most CFP professionals in Midvale

Ameriprise Financial Services, LLC 3Everspire 2E6 Portfolios 1Edward Jones 1Mhl Investments 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 8Kaysville 7American Fork 5Bountiful 5Centerville 5Layton 5Saint George 5Springville 5St George 5

Questions

How many CFP financial advisors are in Midvale, UT?

6 SEC-registered investment adviser representatives at firm offices in Midvale, Utah list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (3).

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 Midvale?

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.