Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fitchburg, WI
Every SEC-registered financial advisor at a firm office in Fitchburg who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Fitchburg; the most are at Harbour Investments, Inc. (3). 7 are also registered broker representatives.
CFP advisors in Fitchburg, A to Z
Every advisor in Fitchburg →- Matthew M. CuplinOsaic Wealth, Inc. · Certified Financial Planner
- Kyle W. FrenchHarbour Investments, Inc. · Certified Financial Planner
- Manjula K. HettiarachchiHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Jason J. KruegerAmeriprise Financial Services, LLC · Certified Financial Planner
- Lucas H. MartyHarbour Investments, Inc. · Certified Financial Planner
- Michael J. SchlimgenKlaas Financial Asset Advisors, LLC. · Certified Financial Planner
- Carrie E. SchmidtOsaic Wealth, Inc. · Certified Financial Planner
- Eric S. SchmitzKlaas Financial Asset Advisors, LLC. · Certified Financial Planner
- Mary E. SchwartzCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Christopher J. WilbrichtPfs Investments Inc. · Certified Financial Planner
- Mark A. ZietyWismed Financial, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Fitchburg
Harbour Investments, Inc. 3Klaas Financial Asset Advisors, LLC. 2Osaic Wealth, Inc. 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Pfs Investments Inc. 1Wismed Financial, Inc. 1
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 12Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Fitchburg, WI?
11 SEC-registered investment adviser representatives at firm offices in Fitchburg, Wisconsin list the CFP designation; Harbour Investments, Inc. 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 Fitchburg?
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.