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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Fond Du Lac, WI

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

The short answer

7 CFP professionals work in Fond Du Lac; the most are at Ameriprise Financial Services, LLC (4). 7 are also registered broker representatives.

CFP advisors in Fond Du Lac, A to Z

Every advisor in Fond Du Lac →
  • Eric E. GurholtCetera Investment Advisers LLC · Certified Financial Planner
  • Mark W. HotchkissAmeriprise Financial Services, LLC · Certified Financial Planner
  • Michael L. KreuzigerAmeriprise Financial Services, LLC · Certified Financial Planner
  • Shawn LongleyCetera Investment Advisers LLC · Certified Financial Planner
  • Chad L. MuehlbauerOsaic Wealth, Inc. · Certified Financial Planner
  • Mark D. RasnerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joseph W. StroedeAmeriprise Financial Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Fond Du Lac

Ameriprise Financial Services, LLC 4Cetera Investment Advisers LLC 2Osaic Wealth, Inc. 1

CFP advisors in other Wisconsin cities

All of Wisconsin →

Madison 116Brookfield 97Milwaukee 80Green Bay 71Appleton 59Waukesha 44Middleton 39Mequon 23Altoona 19Eau Claire 18Wausau 18De Pere 16Delafield 12La Crosse 12Wauwatosa 12Fitchburg 11Hudson 10Janesville 10New Berlin 10Onalaska 10Pewaukee 10Racine 10Stevens Point 10Verona 10

Questions

How many CFP financial advisors are in Fond Du Lac, WI?

7 SEC-registered investment adviser representatives at firm offices in Fond Du Lac, Wisconsin list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (4).

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 Fond Du Lac?

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.