Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Altoona, WI
Every SEC-registered financial advisor at a firm office in Altoona who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Altoona; the most are at Orgel Wealth Management, LLC (7). 12 are also registered broker representatives.
CFP advisors in Altoona, A to Z
Every advisor in Altoona →- Ty A. BernickeBernicke Wealth Management · Certified Financial Planner
- Allyson E. CooperFacet · Certified Financial Planner
- Daniel V. EstensonBernicke Wealth Management · Certified Financial Planner
- Kelly J. FranceAmeriprise Financial Services, LLC · Certified Financial Planner
- Mary J. HissOrgel Wealth Management, LLC · Certified Financial Planner
- David E. HopkinsGreat Valley Advisor Group, LLC · Certified Financial Planner
- Jonathan P. IppelOrgel Wealth Management, LLC · Certified Financial Planner
- Adam KernOrgel Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Steven P. LathamBernicke Wealth Management · Certified Financial Planner
- Brian J. MartinAmeriprise Financial Services, LLC · Certified Financial Planner
- Donna J. MurrOrgel Wealth Management, LLC · Certified Financial Planner
- Theodore J. OefflerEdward Jones · Certified Financial Planner
- Matthew J. OlsonGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- William PetersonBernicke Wealth Management · Certified Financial Planner
- Geoffrey A. ProbstOrgel Wealth Management, LLC · Certified Financial Planner
- Aaron S. ReynoldsOrgel Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Dylan C. SchulzOrgel Wealth Management, LLC · Certified Financial Planner
- Brian T. SoleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Mitchell A. VandenmeerendonkBernicke Wealth Management · Certified Financial Planner
- Kevin A. WidikerEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Altoona
Orgel Wealth Management, LLC 7Bernicke Wealth Management 5Ameriprise Financial Services, LLC 3Edward Jones 2Great Valley Advisor Group, LLC 2Facet 1
CFP advisors in other Wisconsin cities
All of Wisconsin →Madison 116Brookfield 97Milwaukee 80Green Bay 75Appleton 61Waukesha 42Middleton 41Mequon 23Eau Claire 18De Pere 17Wausau 17Delafield 12Hudson 12Verona 12Fitchburg 11Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Altoona, WI?
20 SEC-registered investment adviser representatives at firm offices in Altoona, Wisconsin list the CFP designation; Orgel Wealth Management, LLC employs the most of them (7).
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 Altoona?
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.