Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Puyallup, WA
Every SEC-registered financial advisor at a firm office in Puyallup who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Puyallup; the most are at Edward Jones (2). 5 are also registered broker representatives.
CFP advisors in Puyallup, A to Z
Every advisor in Puyallup →- Thomas J. BowmanInvestors Portfolio Services LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert K. BruceEdward Jones · Certified Financial Planner
- Frank V. GalloInvestors Portfolio Services LLC · Certified Financial Planner
- Alan D. GammelHorizons Sustainable Financial Services, Inc. · Certified Financial Planner
- Sean A. HummelXypn Sapphire · Certified Financial Planner
- Diane M. La MarrEdward Jones · Certified Financial Planner
- Bruce E. SevereidLPL Financial LLC · Certified Financial Planner
- Michael B. SmolkoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kelly L. Van WyheBright Road Wealth Management, LLC · Certified Financial Planner
- Matthew S. WeberThrivent Investment Management Inc. · Certified Financial Planner
Firms with the most CFP professionals in Puyallup
Edward Jones 2Investors Portfolio Services LLC 2Bright Road Wealth Management, LLC 1Horizons Sustainable Financial Services, Inc. 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1Thrivent Investment Management Inc. 1Xypn Sapphire 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 11Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Puyallup, WA?
10 SEC-registered investment adviser representatives at firm offices in Puyallup, Washington list the CFP designation; Edward Jones employs the most of them (2).
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 Puyallup?
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.