Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Kent, WA

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

5 CFP professionals work in Kent; the most are at Edward Jones (4). 4 are also registered broker representatives.

CFP advisors in Kent, A to Z

Every advisor in Kent →

Gregory C. BaggenstosEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Kevin P. HasslingerEdward Jones · Certified Financial Planner
Dean S. SaggauEdward Jones · Certified Financial Planner
John J. SchneiderEdward Jones · Certified Financial Planner
Alvin L. Wolcott IIApex Tax & Financial Planning · Certified Financial Planner

Firms with the most CFP professionals in Kent

Edward Jones 4 Apex Tax & Financial Planning 1

CFP advisors in other Washington cities

All of Washington →

Seattle 331 Bellevue 247 Vancouver 83 Spokane 69 Tacoma 48 Bellingham 35 Kirkland 35 Gig Harbor 28 Mercer Island 27 Kennewick 23 Olympia 21 Bothell 17 Redmond 17 Lynnwood 16 Edmonds 15 Federal Way 14 Camas 11 Everett 11 Issaquah 11 Sammamish 11 Yakima 11 Puyallup 10 Richland 10 Silverdale 9

Questions

How many CFP financial advisors are in Kent, WA?

5 SEC-registered investment adviser representatives at firm offices in Kent, Washington list the CFP designation; Edward Jones 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 Kent?

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.