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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Appleton, WI

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

61 CFP professionals work in Appleton; the most are at Gateway Wealth Partners, LLC (9). 28 are also registered broker representatives.

CFP advisors in Appleton, A to Z

Every advisor in Appleton →

Firms with the most CFP professionals in Appleton

Gateway Wealth Partners, LLC 9McGlone Suttner Wealth Management, Inc. 6Endowment Wealth Management, Inc. 4Etf Model Solutions, LLC 4Avaii Wealth Management, LLC 3Copper Harbor Investment Advisors, LLC 3Edward Jones 3LPL Financial LLC 3Cambridge Investment Research Advisors, Inc. 2Johnson Wealth Inc. 2Kom Wealth Management Group, LLC 2Osaic Advisory Services, LLC 2Osaic Wealth, Inc. 2Packerland Brokerage Services, Inc. 2Ameriprise Financial Services, LLC 1

CFP advisors in other Wisconsin cities

All of Wisconsin →

Madison 116Brookfield 97Milwaukee 80Green Bay 75Waukesha 42Middleton 41Mequon 23Altoona 20Eau 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 Appleton, WI?

61 SEC-registered investment adviser representatives at firm offices in Appleton, Wisconsin list the CFP designation; Gateway Wealth Partners, LLC employs the most of them (9).

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 Appleton?

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.