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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in La Crosse, WI

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

11 CFP professionals work in La Crosse; the most are at Ameriprise Financial Services, LLC (4). 8 are also registered broker representatives.

CFP advisors in La Crosse, A to Z

Every advisor in La Crosse →
  • Paul A. BlockHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mark A. DahlkeWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Jennifer N. DeetsAdvisors Management Group Inc. · Certified Financial Planner
  • Nathan M. DeetsAdvisors Management Group Inc. · Certified Financial Planner
  • Nicholas J. ForlitiAmeriprise Financial Services, LLC · Certified Financial Planner
  • Frederick B. GenzPoehling Capital Management, Inc. · Certified Financial Planner
  • Samuel H. GreeneAmeriprise Financial Services, LLC · Certified Financial Planner
  • Brian L. MlsnaAmeriprise Financial Services, LLC · Certified Financial Planner
  • Evan StanekEdward Jones · Certified Financial Planner
  • Bryan F. TornowAmeriprise Financial Services, LLC · Certified Financial Planner
  • David K. UtterbackSchamberger, Greylak & Utterback Wealth Management, LLC · Certified Financial Planner

Firms with the most CFP professionals in La Crosse

Ameriprise Financial Services, LLC 4Advisors Management Group Inc. 2Edward Jones 1Harbour Investments, Inc. 1LPL Financial LLC 1Poehling Capital Management, Inc. 1Schamberger, Greylak & Utterback Wealth Management, LLC 1Wells Fargo Clearing Services, 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 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9

Questions

How many CFP financial advisors are in La Crosse, WI?

11 SEC-registered investment adviser representatives at firm offices in La Crosse, 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 La Crosse?

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.