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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Spokane, WA

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

69 CFP professionals work in Spokane; the most are at Quantum Financial Planning Services, Inc. (8). 36 are also registered broker representatives.

CFP advisors in Spokane, A to Z

Every advisor in Spokane →

Firms with the most CFP professionals in Spokane

Quantum Financial Planning Services, Inc. 8LPL Financial LLC 7Northern Capital Management, Inc. 5Cetera Investment Advisers LLC 4Eagle Strategies LLC 3Edward Jones 3Mercer Global Advisors Inc. 3Raymond James Financial Services Advisors, Inc. 3Stewardship Concepts Financial Services LLC 3Wells Fargo Clearing Services, LLC 3917 Advisory Services LLC 2Hightower Advisors, LLC 2Richards Merrill Wealth Management 2Charles Schwab & Co., Inc. 1Equitable Advisors, LLC 1

CFP advisors in other Washington cities

All of Washington →

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

Questions

How many CFP financial advisors are in Spokane, WA?

69 SEC-registered investment adviser representatives at firm offices in Spokane, Washington list the CFP designation; Quantum Financial Planning Services, Inc. employs the most of them (8).

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 Spokane?

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.