Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Redmond, WA
Every SEC-registered financial advisor at a firm office in Redmond who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Redmond; the most are at Edward Jones (3). 10 are also registered broker representatives.
CFP advisors in Redmond, A to Z
Every advisor in Redmond →- James L. BlackThe Retirement Solution LLC · Certified Financial Planner
- Tzeyan ChanCharles Schwab & Co., Inc. · Certified Financial Planner
- Tracy CrowleyEdward Jones · Certified Financial Planner
- Austin D. DeanWaystone Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Chiaki HirateEdward Jones · Certified Financial Planner
- Stephanie HuynhFirebrand Wealth Management, LLC · Certified Financial Planner
- Jeffrey M. JonesStrategic Advisers LLC · Certified Financial Planner
- Theodore J. Krammer Jr.Krammer Financial · Certified Financial Planner
- Jennifer A. LaducaPure Financial Advisors, LLC · Certified Financial Planner
- Brian C. LubeckWells Fargo Clearing Services, LLC · Certified Financial Planner
- Richard L. Miller Jr.Sunrise Planning & Advisory LLC · Certified Financial Planner
- Cynthia A. MuellerThe Retirement Solution LLC · Certified Financial Planner
- Kyle NikerleCharles Schwab & Co., Inc. · Certified Financial Planner
- Avinash K. PaiLPL Financial LLC · Certified Financial Planner
- Lewis W. RaceAmeriprise Financial Services, LLC · Certified Financial Planner
- Jennifer TalbotEdward Jones · Certified Financial Planner
- Ethan W. WatermanRobert W. Baird & Co. Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Redmond
Edward Jones 3Charles Schwab & Co., Inc. 2The Retirement Solution LLC 2Ameriprise Financial Services, LLC 1Firebrand Wealth Management, LLC 1Krammer Financial 1LPL Financial LLC 1Pure Financial Advisors, LLC 1Robert W. Baird & Co. Incorporated 1Strategic Advisers LLC 1Sunrise Planning & Advisory LLC 1Waystone Advisors LLC 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Olympia 21Bothell 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Redmond, WA?
17 SEC-registered investment adviser representatives at firm offices in Redmond, Washington list the CFP designation; Edward Jones employs the most of them (3).
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 Redmond?
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.