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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tacoma, WA

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

48 CFP professionals work in Tacoma; the most are at Edward Jones (6). 24 are also registered broker representatives.

CFP advisors in Tacoma, A to Z

Every advisor in Tacoma →

Firms with the most CFP professionals in Tacoma

Edward Jones 6Financial Insights Wealth Management 5Ameriprise Financial Services, LLC 4Composition Wealth, LLC 3Seneschal Family Office 3Fiduciary Counselling Inc. 2Morgan Stanley 2Stifel, Nicolaus & Company, Incorporated 2Stolz & Associates, Ps 2UBS Financial Services Inc. 2Apella Wealth 1Ares Financial Consulting LLC 1Arrowroot Family Office, LLC 1Cambridge Investment Research Advisors, Inc. 1Commonwealth Financial Network 1

CFP advisors in other Washington cities

All of Washington →

Seattle 331Bellevue 247Vancouver 83Spokane 69Bellingham 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 Tacoma, WA?

48 SEC-registered investment adviser representatives at firm offices in Tacoma, Washington list the CFP designation; Edward Jones employs the most of them (6).

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 Tacoma?

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.