Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Olympia, WA
Every SEC-registered financial advisor at a firm office in Olympia who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in Olympia; the most are at Soundview Advisors (5). 8 are also registered broker representatives.
CFP advisors in Olympia, A to Z
Every advisor in Olympia →- Austin A. BoyceSoundview Advisors · Certified Financial Planner
- Mark T. BoyerKiley Juergens Wealth Management, LLC · Certified Financial Planner
- Angel D. CruzCruz Wealth Management, LLC · Certified Financial Planner
- Ashley R. DusekLPL Financial LLC · Certified Financial Planner
- William P. FraileyOsaic Wealth, Inc. · Certified Financial Planner
- Cynthia C. HallThe Goodland Group · Certified Financial Planner
- Robert D. HeckKiley Juergens Wealth Management, LLC · Certified Financial Planner
- Ben L. JenningsSoundview Advisors · Certified Financial Planner, Personal Financial Specialist
- Elizabeth McCulloughEdward Jones · Certified Financial Planner
- Andrew T. PrenticePrentice Financial Planning, LLC · Certified Financial Planner
- Kevin M. RiggSoundview Advisors · Certified Financial Planner
- Kristen A. SaltAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin L. SlaterSoundview Advisors · Certified Financial Planner
- Gregory T. StappStapp Wealth Management, Pllc · Certified Financial Planner, Personal Financial Specialist
- Thomas M. StappStapp Wealth Management, Pllc · Certified Financial Planner
- Rebecca R. StayMorgan Stanley · Certified Financial Planner
- Krista L. WallaceSoundview Advisors · Certified Financial Planner
- Weston S. Weller Sr.Edward Jones · Certified Financial Planner
- Bret D. WilhelmWilhelm Financial Services, Pllc · Certified Financial Planner
- Josh WilsonMorgan Stanley · Certified Financial Planner
- Daniel C. YoungEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Olympia
Soundview Advisors 5Edward Jones 3Kiley Juergens Wealth Management, LLC 2Morgan Stanley 2Stapp Wealth Management, Pllc 2Ameriprise Financial Services, LLC 1Cruz Wealth Management, LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Prentice Financial Planning, LLC 1The Goodland Group 1Wilhelm Financial Services, Pllc 1
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Bothell 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Olympia, WA?
21 SEC-registered investment adviser representatives at firm offices in Olympia, Washington list the CFP designation; Soundview Advisors employs the most of them (5).
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 Olympia?
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.