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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Orem, UT

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

26 CFP professionals work in Orem; the most are at Diversify Wealth Management, LLC (5). 4 are also registered broker representatives.

CFP advisors in Orem, A to Z

Every advisor in Orem →

Firms with the most CFP professionals in Orem

Diversify Wealth Management, LLC 5Blue Barn Wealth 4Peterson Wealth Advisors, LLC 4Squire Wealth Advisors 3Exponent Wealth LLC 2Savvy 2Timpanogos Financial Advisors, Inc. 2Facet 1Keeler Thomas Management LLC 1Legacy Wealth Management, LLC 1Momentum Wealth Management 1Sandlot Private Wealth LLC 1Stream Financial Advice, LLC 1The Professional Financial Company LLC 1

CFP advisors in other Utah cities

All of Utah →

Salt Lake City 111Lehi 46South Jordan 46Sandy 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 5St George 5

Questions

How many CFP financial advisors are in Orem, UT?

26 SEC-registered investment adviser representatives at firm offices in Orem, Utah list the CFP designation; Diversify Wealth Management, LLC 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 Orem?

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.