Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Kimberly, WI

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

5 CFP professionals work in Kimberly; the most are at Osaic Wealth, Inc. (3). 5 are also registered broker representatives.

CFP advisors in Kimberly, A to Z

Every advisor in Kimberly →

Jason E. BerryEdward Jones · Certified Financial Planner
Cavan M. MetzlerLPL Financial LLC · Certified Financial Planner
Andrew T. ZimmerOsaic Wealth, Inc. · Certified Financial Planner
John D. ZimmerOsaic Wealth, Inc. · Certified Financial Planner
Michael F. ZimmerOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Kimberly

Osaic Wealth, Inc. 3 Edward Jones 1 LPL Financial LLC 1

CFP advisors in other Wisconsin cities

All of Wisconsin →

Madison 116 Brookfield 97 Milwaukee 80 Green Bay 75 Appleton 61 Waukesha 42 Middleton 41 Mequon 23 Altoona 20 Eau Claire 18 De Pere 17 Wausau 17 Delafield 12 Hudson 12 Verona 12 Fitchburg 11 Janesville 11 La Crosse 11 Onalaska 11 Stevens Point 11 Wauwatosa 11 Racine 10 New Berlin 9 Oshkosh 9

Questions

How many CFP financial advisors are in Kimberly, WI?

5 SEC-registered investment adviser representatives at firm offices in Kimberly, Wisconsin list the CFP designation; Osaic Wealth, 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 Kimberly?

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.