Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mercer Island, WA
Every SEC-registered financial advisor at a firm office in Mercer Island who lists the Certified Financial Planner designation, A to Z.
27 CFP professionals work in Mercer Island; the most are at Northwest Asset Management (10). 8 are also registered broker representatives.
CFP advisors in Mercer Island, A to Z
Every advisor in Mercer Island →- Bradley L. AndersonPure Financial Advisors, LLC · Certified Financial Planner
- Joel K. BakkerAmeriprise Financial Services, LLC · Certified Financial Planner
- Steven P. BealeyAmeriprise Financial Services, LLC · Certified Financial Planner
- David B. BigelowColdstream Wealth Management · Certified Financial Planner
- Simon BortcoshNorthwest Asset Management · Certified Financial Planner
- James A. BurtonNorthwest Asset Management · Certified Financial Planner
- James P. ButlerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Krista M. CharltonColdstream Wealth Management · Certified Financial Planner
- Bruce D. EckfeldtMutual Advisors, LLC · Certified Financial Planner
- Kirk C. FeltonEdward Jones · Certified Financial Planner
- Rachel B. FussPure Financial Advisors, LLC · Certified Financial Planner
- James L. Gillis IVNorthwest Asset Management · Certified Financial Planner
- Heather O. HamamotoColdstream Wealth Management · Certified Financial Planner
- Gregory A. HeadrickNorthwest Asset Management · Certified Financial Planner
- Rachel W. JennisonPaysse Jennison Financial Advisors, Paysse Jennison · Certified Financial Planner
- Richard W. LackeyMutual Advisors, LLC · Certified Financial Planner
- Todd J. MatiaNorthwest Asset Management · Certified Financial Planner
- Benjamin W. MeltonLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey D. RossThe Planner's Edge LLC · Certified Financial Planner
- Suzette M. RothbergNorthwest Asset Management · Certified Financial Planner
- Gabriella SheffieldNorthwest Asset Management · Certified Financial Planner
- Teresa L. StarmanNorthwest Asset Management · Certified Financial Planner
- Matthew D. StelmasNorthwest Asset Management · Certified Financial Planner
- Anne Marie StonichColdstream Wealth Management · Certified Financial Planner
- Michael S. Van SantNorthwest Asset Management · Certified Financial Planner
- Warn D. WillisMutual Advisors, LLC · Certified Financial Planner
- Sunny F. YangLPL Enterprise, LLC · Certified Financial Planner
Firms with the most CFP professionals in Mercer Island
Northwest Asset Management 10Coldstream Wealth Management 4Mutual Advisors, LLC 3Ameriprise Financial Services, LLC 2Pure Financial Advisors, LLC 2Edward Jones 1LPL Enterprise, LLC 1LPL Financial LLC 1Paysse Jennison Financial Advisors, Paysse Jennison 1The Planner's Edge LLC 1Wells Fargo Advisors Financial Network, LLC 1
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Kennewick 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 Mercer Island, WA?
27 SEC-registered investment adviser representatives at firm offices in Mercer Island, Washington list the CFP designation; Northwest Asset Management employs the most of them (10).
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 Mercer Island?
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.