Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in North Logan, UT

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

3 CFP professionals work in North Logan; the most are at Allred Jackson Financial Planning, LLC (1). 1 are also registered broker representatives.

CFP advisors in North Logan, A to Z

Every advisor in North Logan →

Jonathan E. DurstelerSoulence Wealth Management · Certified Financial Planner
Dennis S. JacksonAllred Jackson Financial Planning, LLC · Certified Financial Planner
Sterling G. WidmerMML Investors Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in North Logan

Allred Jackson Financial Planning, LLC 1 MML Investors Services, LLC 1 Soulence Wealth Management 1

CFP advisors in other Utah cities

All of Utah →

Salt Lake City 111 Lehi 46 South Jordan 46 Orem 26 Sandy 26 Draper 23 Cottonwood Heights 22 Provo 20 Logan 18 Farmington 15 Holladay 15 Murray 13 Park City 13 St. George 12 Pleasant Grove 9 Ogden 8 Kaysville 7 Midvale 6 American Fork 5 Bountiful 5 Centerville 5 Layton 5 Saint George 5 Springville 5

Questions

How many CFP financial advisors are in North Logan, UT?

3 SEC-registered investment adviser representatives at firm offices in North Logan, Utah list the CFP designation; Allred Jackson Financial Planning, LLC 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 North 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.