Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Hartland, WI
Every SEC-registered financial advisor at a firm office in Hartland who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Hartland; the most are at Paladin Partners (2). 3 are also registered broker representatives.
CFP advisors in Hartland, A to Z
Every advisor in Hartland →- William M. BaxterPaladin Partners · Certified Financial Planner, Chartered Financial Consultant
- Erica BourquinGranite Harbor Advisors, Inc. · Certified Financial Planner
- Scott J. GreeningRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Leo C. LeschOsaic Wealth, Inc. · Certified Financial Planner
- James D. PietrzakStrategic Advisers LLC · Certified Financial Planner
- Megan L. ProchniakPaladin Partners · Certified Financial Planner
- Michael J. RodenbaughBoardwalk Financial Strategies LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Hartland
Paladin Partners 2Boardwalk Financial Strategies LLC 1Granite Harbor Advisors, Inc. 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Strategic Advisers LLC 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 12Fitchburg 11Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9
Questions
How many CFP financial advisors are in Hartland, WI?
7 SEC-registered investment adviser representatives at firm offices in Hartland, Wisconsin list the CFP designation; Paladin Partners employs the most of them (2).
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 Hartland?
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.