Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ogden, UT

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

8 CFP professionals work in Ogden; the most are at LPL Financial LLC (2). 6 are also registered broker representatives.

CFP advisors in Ogden, A to Z

Every advisor in Ogden →

Craig P. AdamsStratos Wealth Partners, Ltd. · Certified Financial Planner
Jessica M. BoyerLPL Financial LLC · Certified Financial Planner
Steven J. DavisCetera Investment Advisers LLC · Certified Financial Planner
Christopher MamulaAbundo Wealth · Certified Financial Planner
Lee L. MilesLee Miles LLC · Certified Financial Planner, Chartered Financial Consultant
Blake J. NelsonLPL Financial LLC · Certified Financial Planner
Jeffrey K. Von CollnVon Colln Financial Group · Certified Financial Planner
Lisa A. WandreyEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Ogden

LPL Financial LLC 2 Abundo Wealth 1 Cetera Investment Advisers LLC 1 Edward Jones 1 Lee Miles LLC 1 Stratos Wealth Partners, Ltd. 1 Von Colln Financial Group 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 Kaysville 7 Midvale 6 American Fork 5 Bountiful 5 Centerville 5 Layton 5 Saint George 5 Springville 5 St George 5

Questions

How many CFP financial advisors are in Ogden, UT?

8 SEC-registered investment adviser representatives at firm offices in Ogden, Utah list the CFP designation; LPL Financial LLC employs the most of them (2).

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 Ogden?

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.