Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Salt Lake City, UT
Every SEC-registered financial advisor at a firm office in Salt Lake City who lists the Certified Financial Planner designation, A to Z.
111 CFP professionals work in Salt Lake City; the most are at Strategic Advisers LLC (16). 62 are also registered broker representatives.
CFP advisors in Salt Lake City, A to Z
Every advisor in Salt Lake City →- Abigail M. AdamsStrategic Advisers LLC · Certified Financial Planner
- J T. AndersonOsaic Wealth, Inc. · Certified Financial Planner
- Ryan J. AndersonCrewe Advisors · Certified Financial Planner
- Sydney A. AndersonStrategic Advisers LLC · Certified Financial Planner
- William F. AndersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Amanda L. Arcilesi SimmonsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas AugostiniSlayton Lewis Inc. · Certified Financial Planner, Chartered Financial Analyst
- Mikal AuneSmedley Financial Services Inc. · Certified Financial Planner
- Brodie D. BarnesCaptrust · Certified Financial Planner
- Maxwell BautchStrategic Advisers LLC · Certified Financial Planner
- Colby T. BergGuardian Wealth Management · Certified Financial Planner
- John Q. BirdAlbion Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Justin G. BitnerCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Zachary B. BitnerCommonwealth Financial Network · Certified Financial Planner
- Ryan M. BladenPhysician Wealth Advisors, Inc. · Certified Financial Planner
- Patrick J. BradyPhysician Wealth Advisors, Inc. · Certified Financial Planner
- Bradley R. BrittonUBS Financial Services Inc. · Certified Financial Planner
- Michael R. BrownJacobsen Capital Management · Certified Financial Planner
- Dustin BruceStrategic Advisers LLC · Certified Financial Planner
- Bradley BruschkeJ.P. Morgan Securities LLC · Certified Financial Planner
- Michelle C. BuxtonAlbion Financial Group · Certified Financial Planner
- Jonathan BuysStrategic Advisers LLC · Certified Financial Planner
- David V. CallAmeriprise Financial Services, LLC · Certified Financial Planner
- William S. CampbellSlayton Lewis Inc. · Certified Financial Planner
- Stacy M. ChamberlainEdward Jones · Certified Financial Planner
- Trenton W. ChristensenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Benjamin A. CliffordLPL Financial LLC · Certified Financial Planner
- Brian T. CollardRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven D. CoxCentaurus Financial, Inc. · Certified Financial Planner
- Joel J. CromarLPL Financial LLC · Certified Financial Planner
- Bradley K. CurtisAlbion Financial Group · Certified Financial Planner
- Dallin C. CutlerEp Wealth Advisors · Certified Financial Planner
- James F. DavenportCrewe Advisors · Certified Financial Planner
- Morgan D. DegooyerEp Wealth Advisors · Certified Financial Planner
- Mark DewyzeStrategic Advisers LLC · Certified Financial Planner
- Mitchell J. DomanHaynie Wealth Management LLC · Certified Financial Planner
- Jake D. ElmDentist Advisors · Certified Financial Planner
- Victoria E. FergusonMercer Global Advisors Inc. · Certified Financial Planner
- Nicholas P. FivasStrategic Advisers LLC · Certified Financial Planner
- John K. FreedA & C Investment, Inc. · Certified Financial Planner
- Brandon L. FriesWasatch Advisors LP · Certified Financial Planner
- Thomas FritzWilson Financial Advisors, Inc. · Certified Financial Planner
- Kyle D. GloverThree Seasons Wealth · Certified Financial Planner
- Austin J. GreenLPL Financial LLC · Certified Financial Planner
- Jay V. GreenburgLefavi Wealth Management · Certified Financial Planner
- Isaac GwinnCorient · Certified Financial Planner
- Jordan R. HadfieldSmedley Financial Services Inc. · Certified Financial Planner
- Michael C. HallsStoker Ostler, A Part Of Bmo Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Eric A. HalvorsenPhysician Wealth Advisors, Inc. · Certified Financial Planner
- Laura A. HarkortEdward Jones · Certified Financial Planner
- Reese J. HarperDentist Advisors · Certified Financial Planner, Chartered Financial Consultant
- Andrew J. HarrisStrategic Advisers LLC · Certified Financial Planner
- Tad M. HarrisStrategic Advisers LLC · Certified Financial Planner
- Heath D. HeavyAlbion Financial Group · Certified Financial Planner
- Melissa A. HirschiMorgan Stanley · Certified Financial Planner
- Sean T. HoffeckerCommonwealth Financial Network · Certified Financial Planner
- Philip HorensteinStrategic Advisers LLC · Certified Financial Planner
- Jared S. HornerCommonwealth Financial Network · Certified Financial Planner
- Brady C. JardineEp Wealth Advisors · Certified Financial Planner
- Matthew R. JohnsonCorient · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey C. KempLefavi Wealth Management · Certified Financial Planner
- Troy W. KnightonVeritas Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
- Patrick K. LunderganAlbion Financial Group · Certified Financial Planner
- Chris W. MachesneyAlta Capital Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan R. McKenzieStratos Wealth Partners, Ltd. · Certified Financial Planner
- Matthew J. McWilliams Jr.Strategic Advisers LLC · Certified Financial Planner
- Michael B. MetzgerLifepoint Financial Design · Certified Financial Planner
- Kari Moon BrownCreative Planning · Certified Financial Planner
- Matthew W. MulcockDentist Advisors · Certified Financial Planner
- Daniel W. MurdockEquitable Advisors, LLC · Certified Financial Planner
- Carol L. NielsenStrategic Advisers LLC · Certified Financial Planner
- Michael A. NielsenOsaic Wealth, Inc. · Certified Financial Planner
- Celina A. OchoaHaynie Wealth Management LLC · Certified Financial Planner
- Charlotte PainterMorgan Stanley · Certified Financial Planner
- Andrew H. ParsonsCw Advisors, LLC · Certified Financial Planner
- Timothy E. PayneWells Fargo Clearing Services, LLC · Certified Financial Planner
- Colton PeckEp Wealth Advisors · Certified Financial Planner
- Corey T. PedersonCrewe Advisors · Certified Financial Planner, Chartered Financial Consultant
- Leonard P. PenrodCetera Investment Advisers LLC · Certified Financial Planner
- Jordan PetersonStrategic Advisers LLC · Certified Financial Planner
- Jaron H. PoulsonJhp Planning, LLC · Certified Financial Planner
- Jonathan J. PoureLPL Financial LLC · Certified Financial Planner
- Bradley J. RayburnStrategic Advisers LLC · Certified Financial Planner
- Benjamin S. RogersPeterson Rogers Private Wealth, LLC · Certified Financial Planner
- Jeffrey L. ScottCaptrust · Certified Financial Planner
- Trent L. SearlePhysician Wealth Advisors, Inc. · Certified Financial Planner
- John H. Shaw Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Nathan SiegalValic Financial Advisors, Inc. · Certified Financial Planner
- Perry B. SlagowskiStrategic Advisers LLC · Certified Financial Planner
- Nathan E. SmartWells Fargo Clearing Services, LLC · Certified Financial Planner
- Roger M. SmedleySmedley Financial Services Inc. · Certified Financial Planner
- Ryan A. SmithRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Taylor K. SutterfieldDentist Advisors · Certified Financial Planner
- Derek E. TanuvasaSoltis Investment Advisors, LLC · Certified Financial Planner
- Parker L. ThompsonSmedley Financial Services Inc. · Certified Financial Planner
- William R. ThorntonD.A. Davidson & Co. · Certified Financial Planner
- Bradley J. ThurberD.A. Davidson & Co. · Certified Financial Planner
- Kevin S. TownsendRaymond James & Associates, Inc. · Certified Financial Planner
- Mitch R. TurnerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael D. TurveySoltis Investment Advisors, LLC · Certified Financial Planner
- Jackson G. WatsonAlbion Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Austyn D. WhittenburgStratos Wealth Partners, Ltd. · Certified Financial Planner
- Daniel L. WhittenburgStratos Wealth Partners, Ltd. · Certified Financial Planner
- Brian H. WildeEp Wealth Advisors · Certified Financial Planner
- Matthew R. WilliamsRefined Wealth Management · Certified Financial Planner
- Steven G. WilliamsRaymond James & Associates, Inc. · Certified Financial Planner
- Kent L. WilsonWilson Financial Advisors, Inc. · Certified Financial Planner
- Troy T. WilsonWilson Wealth Management, Inc. · Certified Financial Planner
- Paul N. WinterSax Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Graydon WoodStrategic Advisers LLC · Certified Financial Planner
- Jeffrey D. ZesigerPhysician Wealth Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Salt Lake City
Strategic Advisers LLC 16Albion Financial Group 6Ep Wealth Advisors 5Physician Wealth Advisors, Inc. 5Commonwealth Financial Network 4Dentist Advisors 4LPL Financial LLC 4Raymond James Financial Services Advisors, Inc. 4Smedley Financial Services Inc. 4Wells Fargo Clearing Services, LLC 4Crewe Advisors 3Stratos Wealth Partners, Ltd. 3Captrust 2Corient 2D.A. Davidson & Co. 2
CFP advisors in other Utah cities
All of Utah →Lehi 46South Jordan 46Orem 26Sandy 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 Salt Lake City, UT?
111 SEC-registered investment adviser representatives at firm offices in Salt Lake City, Utah list the CFP designation; Strategic Advisers LLC employs the most of them (16).
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 Salt Lake City?
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.