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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pleasant Grove, UT

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

9 CFP professionals work in Pleasant Grove; the most are at LPL Financial LLC (4). 7 are also registered broker representatives.

CFP advisors in Pleasant Grove, A to Z

Every advisor in Pleasant Grove →
  • William F. BeckLPL Financial LLC · Certified Financial Planner
  • Kohler G. BlackCharles Schwab & Co., Inc. · Certified Financial Planner
  • Marcus BlanchardFocal Point Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christian Z. CardosoAscend Investment Management, LLC · Certified Financial Planner
  • Robert H. DowdleLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Austin KunzlerArkadios Wealth Advisors · Certified Financial Planner
  • Michael C. KunzlerArkadios Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Samuel D. RosenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Tyler J. VongsawadLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Pleasant Grove

LPL Financial LLC 4Arkadios Wealth Advisors 2Ascend Investment Management, LLC 1Charles Schwab & Co., Inc. 1Focal Point Financial Planning, LLC 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 12Ogden 8Kaysville 7Midvale 6American Fork 5Bountiful 5Centerville 5Layton 5Saint George 5Springville 5St George 5

Questions

How many CFP financial advisors are in Pleasant Grove, UT?

9 SEC-registered investment adviser representatives at firm offices in Pleasant Grove, Utah list the CFP designation; LPL Financial LLC employs the most of them (4).

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 Pleasant Grove?

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.