Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Janesville, WI
Every SEC-registered financial advisor at a firm office in Janesville who lists the Certified Financial Planner designation, A to Z.
The short answer
10 CFP professionals work in Janesville; the most are at Wells Fargo Clearing Services, LLC (3). 9 are also registered broker representatives.
CFP advisors in Janesville, A to Z
Every advisor in Janesville →- Richard J. BraunRobert W. Baird & Co. Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Daniel P. DoddRetirement Plan Advisors, LLC · Certified Financial Planner
- Sheena M. HansonUncommon Cents Investing · Certified Financial Planner
- Jason G. KamlerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Chad J. KarlStonex Advisors Inc. · Certified Financial Planner
- Lonnie M. KleckerEdward Jones · Certified Financial Planner
- Thomas J. LindellEdward Jones · Certified Financial Planner
- Steven R. SchumacherWells Fargo Clearing Services, LLC · Certified Financial Planner
- Elizabeth E. SwartWells Fargo Clearing Services, LLC · Certified Financial Planner
- John C. WongWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Janesville
Wells Fargo Clearing Services, LLC 3Edward Jones 2Retirement Plan Advisors, LLC 1Robert W. Baird & Co. Incorporated 1Stonex Advisors Inc. 1Uncommon Cents Investing 1Wells Fargo Advisors Financial Network, 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 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Janesville, WI?
10 SEC-registered investment adviser representatives at firm offices in Janesville, Wisconsin list the CFP designation; Wells Fargo Clearing Services, LLC 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 Janesville?
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.