Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Provo, UT
Every SEC-registered financial advisor at a firm office in Provo who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Provo; the most are at Morgan Stanley (3). 9 are also registered broker representatives.
CFP advisors in Provo, A to Z
Every advisor in Provo →- Kylee M. AdamsonThe Norden Group LLC · Certified Financial Planner
- Dain A. ArmstrongMorgan Stanley · Certified Financial Planner
- Connor B. BoydLPL Financial LLC · Certified Financial Planner
- Christopher H. ColeCole Financial Advisors, Inc. · Certified Financial Planner
- Edward J. ColeCole Financial Advisors, Inc. · Certified Financial Planner
- Trent H. ColledgeSunset Retirement Advisors LLC · Certified Financial Planner
- Tyler L. HuntSunset Retirement Advisors LLC · Certified Financial Planner
- Jeffrey B. JohnsonPortside Wealth Group, LLC · Certified Financial Planner
- Joseph M. LarsenJoseph M. Larsen, C.P.A., P.C. · Certified Financial Planner
- Seth L. MerrillThe Norden Group LLC · Certified Financial Planner
- Steven J. MonsonEdward Jones · Certified Financial Planner
- Teotihuacan P. NgatuvaiStrategic Advisers LLC · Certified Financial Planner
- Renn M. OlsenThe Norden Group LLC · Certified Financial Planner
- Selina F. RaassMorgan Stanley · Certified Financial Planner
- Michael C. RoanBonneville Multi-Family Office · Certified Financial Planner
- Dane W. RuniaMorgan Stanley · Certified Financial Planner
- Marc RussellQ3 Advisors, LLC · Certified Financial Planner
- Jacob A. RustPortside Wealth Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lance T. SpencerProsper Private Wealth · Certified Financial Planner
- Mark P. WhitakerRetirement Advice LLC · Certified Financial Planner
Firms with the most CFP professionals in Provo
Morgan Stanley 3The Norden Group LLC 3Cole Financial Advisors, Inc. 2Portside Wealth Group, LLC 2Sunset Retirement Advisors LLC 2Bonneville Multi-Family Office 1Edward Jones 1Joseph M. Larsen, C.P.A., P.C. 1LPL Financial LLC 1Prosper Private Wealth 1Q3 Advisors, LLC 1Retirement Advice LLC 1Strategic Advisers LLC 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111Lehi 46South Jordan 46Orem 26Sandy 26Draper 23Cottonwood Heights 22Logan 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 Provo, UT?
20 SEC-registered investment adviser representatives at firm offices in Provo, Utah list the CFP designation; Morgan Stanley employs the most of them (3).
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 Provo?
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.