Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ridgefield, WA
Every SEC-registered financial advisor at a firm office in Ridgefield who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Ridgefield; the most are at Baker Ellis Asset Management LLC (1). 3 are also registered broker representatives.
CFP advisors in Ridgefield, A to Z
Every advisor in Ridgefield →- Stuart EggertsenEdward Jones · Certified Financial Planner
- Patrick E. IhnkenMadison Partners · Certified Financial Planner
- Jacob A. JensenStrategic Advisers LLC · Certified Financial Planner
- Kathryn K. McDonaldBaker Ellis Asset Management LLC · Certified Financial Planner
- Erin R. VargheseRoot Financial Partners · Certified Financial Planner
- Sarah M. WoehrmanLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Ridgefield
Baker Ellis Asset Management LLC 1Edward Jones 1LPL Financial LLC 1Madison Partners 1Root Financial Partners 1Strategic Advisers 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 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9
Questions
How many CFP financial advisors are in Ridgefield, WA?
6 SEC-registered investment adviser representatives at firm offices in Ridgefield, Washington list the CFP designation; Baker Ellis Asset Management 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 Ridgefield?
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.