Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Hudson, WI
Every SEC-registered financial advisor at a firm office in Hudson who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Hudson; the most are at Edward Jones (4). 5 are also registered broker representatives.
CFP advisors in Hudson, A to Z
Every advisor in Hudson →- Seth W. BlumLeverty Financial Group, LLC · Certified Financial Planner
- Osni Ferreira FilhoEversource Wealth Advisors, LLC · Certified Financial Planner
- Jamie M. GrupeKestra Advisory Services, LLC · Certified Financial Planner
- Joshua Q. HawkinsLeverty Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Luke E. KeeneLeverty Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew P. KleffmanEdward Jones · Certified Financial Planner
- Connor J. KoviakEdelman Financial Engines · Certified Financial Planner
- Jeremy M. LipinskiLifelong Wealth Advisors, Inc. · Certified Financial Planner
- Michael J. NelsonLeverty Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Katherine RobbinsEdward Jones · Certified Financial Planner
- John M. SteenisEdward Jones · Certified Financial Planner
- Daniel TimmermanEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Hudson
Edward Jones 4Leverty Financial Group, LLC 4Edelman Financial Engines 1Eversource Wealth Advisors, LLC 1Kestra Advisory Services, LLC 1Lifelong Wealth Advisors, 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 12Verona 12Fitchburg 11Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Hudson, WI?
12 SEC-registered investment adviser representatives at firm offices in Hudson, Wisconsin list the CFP designation; Edward Jones 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 Hudson?
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.