Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Spokane Valley, WA
Every SEC-registered financial advisor at a firm office in Spokane Valley who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Spokane Valley; the most are at Moulton Wealth Management, Inc. (2). 4 are also registered broker representatives.
CFP advisors in Spokane Valley, A to Z
Every advisor in Spokane Valley →- James M. BaumanFarther · Certified Financial Planner
- David T. DemarsDemars Financial Group LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark W. LuptonNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Donald J. MoultonMoulton Wealth Management, Inc. · Certified Financial Planner
- Rial R. MoultonMoulton Wealth Management, Inc. · Certified Financial Planner, Personal Financial Specialist
- Scott A. MurockEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Spencer D. SpragueConsilio Wealth Advisors, LLC · Certified Financial Planner
- Joel C. WhiteKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Spokane Valley
Moulton Wealth Management, Inc. 2Consilio Wealth Advisors, LLC 1Demars Financial Group LLC 1Edward Jones 1Farther 1Kestra Advisory Services, LLC 1Northwestern Mutual Investment 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 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9
Questions
How many CFP financial advisors are in Spokane Valley, WA?
8 SEC-registered investment adviser representatives at firm offices in Spokane Valley, Washington list the CFP designation; Moulton Wealth Management, Inc. 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 Spokane Valley?
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.