Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Chippewa Falls, WI

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

3 CFP professionals work in Chippewa Falls; the most are at Edward Jones (1). 3 are also registered broker representatives.

CFP advisors in Chippewa Falls, A to Z

Every advisor in Chippewa Falls →

Nicholas A. DockseyEdward Jones · Certified Financial Planner
Timothy M. FriesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Terry A. KrumenauerOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Chippewa Falls

Edward Jones 1 Osaic Wealth, Inc. 1 Raymond James Financial Services Advisors, Inc. 1

CFP advisors in other Wisconsin cities

All of Wisconsin →

Madison 116 Brookfield 97 Milwaukee 80 Green Bay 75 Appleton 61 Waukesha 42 Middleton 41 Mequon 23 Altoona 20 Eau Claire 18 De Pere 17 Wausau 17 Delafield 12 Hudson 12 Verona 12 Fitchburg 11 Janesville 11 La Crosse 11 Onalaska 11 Stevens Point 11 Wauwatosa 11 Racine 10 New Berlin 9 Oshkosh 9

Questions

How many CFP financial advisors are in Chippewa Falls, WI?

3 SEC-registered investment adviser representatives at firm offices in Chippewa Falls, Wisconsin list the CFP designation; Edward Jones 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 Chippewa Falls?

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.