Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bellingham, WA
Every SEC-registered financial advisor at a firm office in Bellingham who lists the Certified Financial Planner designation, A to Z.
35 CFP professionals work in Bellingham; the most are at Financial Plan, Inc. (6). 15 are also registered broker representatives.
CFP advisors in Bellingham, A to Z
Every advisor in Bellingham →- Zachary P. BeckhusenLPL Financial LLC · Certified Financial Planner
- Tor P. BensonStreamline Advisory · Certified Financial Planner
- Kelly K. BrownBrown Pcfo · Certified Financial Planner
- John D. ChesbroughTrail Financial Planning LLC · Certified Financial Planner
- David A. DickFinancial Plan, Inc. · Certified Financial Planner
- Michael J. DoyleAmeriprise Financial Services, LLC · Certified Financial Planner
- Patrick T. DrumSaturna Capital Corporation · Certified Financial Planner, Chartered Financial Analyst
- Audrey K. EmersonAdviceonly · Certified Financial Planner
- Bryant J. EngebretsonTradewinds Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Adam J. FaberAmeriprise Financial Services, LLC · Certified Financial Planner
- Joshua K. FishEdward Jones · Certified Financial Planner
- Gregory B. HerrlingRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Mark R. HoemannOn Investment Management Co. · Certified Financial Planner
- Kyle B. JacksonTradewinds Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark C. LoganSkyline Advisors, Inc. · Certified Financial Planner
- Kelsey L. MartinFinancial Plan, Inc. · Certified Financial Planner
- Michael T. MeggyesyD.A. Davidson & Co. · Certified Financial Planner
- Zachary H. MindelForum Financial Management, LP · Certified Financial Planner
- Jackson H. Morrow&Partners · Certified Financial Planner
- Michael OkamotoEq Wealth Management · Certified Financial Planner
- John T. OkanEdward Jones · Certified Financial Planner
- Judith L. PaulsonCetera Investment Advisers LLC · Certified Financial Planner
- James E. Pyles&Partners · Certified Financial Planner
- Roger S. ScottScott Value Investing · Certified Financial Planner
- Eric SmithRidge Falls Financial Planning · Certified Financial Planner
- Cassandra A. SpitzerLPL Financial LLC · Certified Financial Planner
- Toni L. TaftWells Fargo Clearing Services, LLC · Certified Financial Planner
- Marvin R. TjoelkerLg Financial Services, LLC · Certified Financial Planner
- Alice TweitWest Invest · Certified Financial Planner
- James B. TwiningFinancial Plan, Inc. · Certified Financial Planner
- Nathan J. TwiningFinancial Plan, Inc. · Certified Financial Planner
- Mark L. WallaceSkyline Advisors, Inc. · Certified Financial Planner
- Deka B. WiebuschSkyline Advisors, Inc. · Certified Financial Planner
- William D. WolfFinancial Plan, Inc. · Certified Financial Planner
- Andrew M. ZenderFinancial Plan, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Bellingham
Financial Plan, Inc. 6Skyline Advisors, Inc. 3&Partners 2Ameriprise Financial Services, LLC 2Edward Jones 2LPL Financial LLC 2Tradewinds Capital Management, LLC 2Adviceonly 1Brown Pcfo 1Cetera Investment Advisers LLC 1D.A. Davidson & Co. 1Eq Wealth Management 1Forum Financial Management, LP 1Lg Financial Services, LLC 1On Investment Management Co. 1
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Olympia 21Bothell 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Bellingham, WA?
35 SEC-registered investment adviser representatives at firm offices in Bellingham, Washington list the CFP designation; Financial Plan, Inc. employs the most of them (6).
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 Bellingham?
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.