Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Morgantown, WV

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

6 CFP professionals work in Morgantown; the most are at Ameriprise Financial Services, LLC (2). 6 are also registered broker representatives.

CFP advisors in Morgantown, A to Z

Every advisor in Morgantown →
  • Laura C. HoweAmeriprise Financial Services, LLC · Certified Financial Planner
  • Brian C. KurcabaEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Isaiah R. SimonAmeriprise Financial Services, LLC · Certified Financial Planner
  • Kurt A. SkasikEdward Jones · Certified Financial Planner
  • Isaac T. StolarCentaurus Financial, Inc. · Certified Financial Planner
  • Tressa R. WoodOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Morgantown

Ameriprise Financial Services, LLC 2Edward Jones 2Centaurus Financial, Inc. 1Osaic Wealth, Inc. 1

CFP advisors in other West Virginia cities

All of West Virginia →

Wheeling 18Charleston 7Shepherdstown 5Vienna 5Martinsburg 4Elkins 3Huntington 3Hurricane 3

Questions

How many CFP financial advisors are in Morgantown, WV?

6 SEC-registered investment adviser representatives at firm offices in Morgantown, West Virginia list the CFP designation; Ameriprise Financial Services, LLC 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 Morgantown?

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.