Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Eau Claire, WI
Every SEC-registered financial advisor at a firm office in Eau Claire who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Eau Claire; the most are at Robert W. Baird & Co. Incorporated (3). 16 are also registered broker representatives.
CFP advisors in Eau Claire, A to Z
Every advisor in Eau Claire →- Claire E. BeckCreative Planning · Certified Financial Planner
- Micah J. BurchRobert W. Baird & Co. Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Adam GewissStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Ronald A. GloeOsaic Wealth, Inc. · Certified Financial Planner
- Christopher S. HarveyRobert W. Baird & Co. Incorporated · Certified Financial Planner
- William R. HilgedickEdward Jones · Certified Financial Planner
- David A. JonesJones Financial Consulting, LLC · Certified Financial Planner
- Michael A. KelashCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Thomas W. LindLasalle St. Investment Advisors, L.L.C. · Certified Financial Planner
- John A. LockeHarbour Investments, Inc. · Certified Financial Planner
- Clint A. MarkinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jonathan MeinholzAmeriprise Financial Services, LLC · Certified Financial Planner
- Chad E. MickelsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Samuel K. MullinsCliftonlarsonallen Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Emily M. NyquistRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David M. SchianCliftonlarsonallen Wealth Advisors, LLC · Certified Financial Planner
- Andrew J. SchlaferRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Michael P. ToutantStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Eau Claire
Robert W. Baird & Co. Incorporated 3Cliftonlarsonallen Wealth Advisors, LLC 2Stifel, Nicolaus & Company, Incorporated 2Wells Fargo Clearing Services, LLC 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Creative Planning 1Edward Jones 1Harbour Investments, Inc. 1Jones Financial Consulting, LLC 1Lasalle St. Investment Advisors, L.L.C. 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Wisconsin cities
All of Wisconsin →Madison 116Brookfield 97Milwaukee 80Green Bay 75Appleton 61Waukesha 42Middleton 41Mequon 23Altoona 20De 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 Eau Claire, WI?
18 SEC-registered investment adviser representatives at firm offices in Eau Claire, Wisconsin list the CFP designation; Robert W. Baird & Co. Incorporated employs the most of them (3).
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 Eau Claire?
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.