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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Millcreek, UT

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

The short answer

1 CFP advisor work in Millcreek; the most are at Oneamerica Securities, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Millcreek, A to Z

Every advisor in Millcreek →
  • Tracey DeanOneamerica Securities, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Millcreek

Oneamerica Securities, Inc. 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 7Midvale 6American Fork 5Bountiful 5Centerville 5Layton 5Saint George 5Springville 5

Questions

How many CFP financial advisors are in Millcreek, UT?

1 SEC-registered investment adviser representatives at firm offices in Millcreek, Utah list the CFP designation; Oneamerica Securities, Inc. employs the most of them (1).

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 Millcreek?

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.