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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Montesano, WA

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

2 CFP professionals work in Montesano; the most are at Ameriprise Financial Services, LLC (1). 2 are also registered broker representatives.

CFP advisors in Montesano, A to Z

Every advisor in Montesano →

Firms with the most CFP professionals in Montesano

Ameriprise Financial Services, LLC 1Edward Jones 1

CFP advisors in other Washington cities

All of Washington →

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

Questions

How many CFP financial advisors are in Montesano, WA?

2 SEC-registered investment adviser representatives at firm offices in Montesano, Washington list the CFP designation; Ameriprise Financial Services, 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 Montesano?

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.