Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lake Stevens, WA

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

The short answer

3 CFP professionals work in Lake Stevens; the most are at Sound Financial, LLC (1). 2 are also registered broker representatives.

CFP advisors in Lake Stevens, A to Z

Every advisor in Lake Stevens →

Richard F. Bardue IIWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Nicholas D. JohnsonStrategic Advisers LLC · Certified Financial Planner
Cory E. ShepherdSound Financial, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Lake Stevens

Sound Financial, LLC 1 Strategic Advisers LLC 1 Wells Fargo Advisors Financial Network, LLC 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 Lake Stevens, WA?

3 SEC-registered investment adviser representatives at firm offices in Lake Stevens, Washington list the CFP designation; Sound Financial, LLC employs the most of them (1).

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 Lake Stevens?

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.