Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cedarburg, WI
Every SEC-registered financial advisor at a firm office in Cedarburg who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Cedarburg; the most are at Pjs Wealth Partners (1). 0 are also registered broker representatives.
CFP advisors in Cedarburg, A to Z
Every advisor in Cedarburg →- Jason S. LaceyPjs Wealth Partners · Certified Financial Planner
Firms with the most CFP professionals in Cedarburg
CFP advisors in other Wisconsin cities
All of Wisconsin →Madison 116Brookfield 97Milwaukee 80Green Bay 75Appleton 61Waukesha 42Middleton 41Mequon 23Altoona 20Eau Claire 18De Pere 17Wausau 17Delafield 12Hudson 12Verona 12Fitchburg 11Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9
Questions
How many CFP financial advisors are in Cedarburg, WI?
1 SEC-registered investment adviser representatives at firm offices in Cedarburg, Wisconsin list the CFP designation; Pjs Wealth Partners employs the most of them (1).
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 Cedarburg?
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.