Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in De Pere, WI
Every SEC-registered financial advisor at a firm office in De Pere who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in De Pere; the most are at Creative Planning (6). 9 are also registered broker representatives.
CFP advisors in De Pere, A to Z
Every advisor in De Pere →- Mark D. AlbersVerus Wealth Management · Certified Financial Planner
- Madeline M. BaranczykCreative Planning · Certified Financial Planner
- Roxanna M. BrussCetera Investment Advisers LLC · Certified Financial Planner
- Adam L. DalkeAssociated Investment Services, Inc. · Certified Financial Planner
- Karen J. DebakerAmeriprise Financial Services, LLC · Certified Financial Planner
- Wesley B. GallenbergerCreative Planning · Certified Financial Planner
- Quincy R. GerritsCreative Planning · Certified Financial Planner
- Jacob G. HarmsenCreative Planning · Certified Financial Planner
- Benjamin J. HayesCreative Planning · Certified Financial Planner
- Andrew NaganHightower Advisors, LLC · Certified Financial Planner
- Derek R. SchanhoferAmeriprise Financial Services, LLC · Certified Financial Planner
- Kathleen M. SchmidtAmeriprise Financial Services, LLC · Certified Financial Planner
- Alexa K. SchulzeCreative Planning · Certified Financial Planner
- David T. WendlandEdward Jones · Certified Financial Planner
- Michael WinterEdward Jones · Certified Financial Planner
- Kenneth J. WirtzMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel R. ZakNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in De Pere
Creative Planning 6Ameriprise Financial Services, LLC 3Edward Jones 2Associated Investment Services, Inc. 1Cetera Investment Advisers LLC 1Hightower Advisors, LLC 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 1Verus Wealth Management 1
CFP advisors in other Wisconsin cities
All of Wisconsin →Madison 116Brookfield 97Milwaukee 80Green Bay 75Appleton 61Waukesha 42Middleton 41Mequon 23Altoona 20Eau Claire 18Wausau 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 De Pere, WI?
17 SEC-registered investment adviser representatives at firm offices in De Pere, Wisconsin list the CFP designation; Creative Planning employs the most of them (6).
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 De Pere?
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.