Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Madison, WI
Every SEC-registered financial advisor at a firm office in Madison who lists the Certified Financial Planner designation, A to Z.
116 CFP professionals work in Madison; the most are at LPL Financial LLC (9). 58 are also registered broker representatives.
CFP advisors in Madison, A to Z
Every advisor in Madison →- Brian J. AnaniaMadison Partners · Certified Financial Planner
- Lisa M. AndrewsPerk Planning · Certified Financial Planner
- Tracey C. AntonT. Anton Investment House, Inc. · Certified Financial Planner
- Elliott M. AppelKindness Financial Planning · Certified Financial Planner
- Leonard W. BarryYahara Wealth Management LLC · Certified Financial Planner
- Clinton L. BauchPark Capital Management, LLC · Certified Financial Planner
- Michael G. G. BellUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brandon J. Ben-HananiaSpruce Hill Capital · Certified Financial Planner
- Maximilian L. BenrudEdward Jones · Certified Financial Planner
- Timothy S. BickmoreLeach, Bickmore & Weiss Wealth Management, LLC · Certified Financial Planner
- Jonathan W. BurnsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Erik S. ClaySteward Partners Investment Advisory, LLC · Certified Financial Planner
- Brandon A. CloeteIsthmus Partners, LLC · Certified Financial Planner
- Nolan R. CohenLPL Financial LLC · Certified Financial Planner
- Andrew D. CoopmanEdward Jones · Certified Financial Planner
- Crystal J. CoxWealthspire Advisors · Certified Financial Planner
- Clancy CramerPrincipal Securities, Inc. · Certified Financial Planner
- John E. Cress IVMadison Partners · Certified Financial Planner
- Nicholas D. DeeringCetera Investment Advisers LLC · Certified Financial Planner
- Tatiana A. DickeyLPL Financial LLC · Certified Financial Planner
- Neil R. DinndorfEnrich Financial Partners LLC · Certified Financial Planner
- Thomas J. Dohogne Jr.Madison Partners · Certified Financial Planner
- Joseph DwyerLPL Financial LLC · Certified Financial Planner
- Anna K. EdelsteinWea Financial Advisors, Inc. · Certified Financial Planner
- Joshua C. EvensonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Cynthia G. FarnsworthAtlatl Advisers · Certified Financial Planner
- Nathan T. FarrStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Ross A. FedeniaAtlatl Advisers · Certified Financial Planner
- John P. FriarPark Capital Management, LLC · Certified Financial Planner
- Jennifer L. GiemzaWealthspire Advisors · Certified Financial Planner
- Jon D. GoldsteinGoldstein Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Cameron T. GrayPark Capital Management, LLC · Certified Financial Planner
- Daniel A. GreschMendota Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary F. GrosskopfLeach, Bickmore & Weiss Wealth Management, LLC · Certified Financial Planner
- Joshua R. GrotheerEdward Jones · Certified Financial Planner
- Kirk M. HagerRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Thomas A. HauntyCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Evan D. HeathBaker Tilly Wealth Management, LLC · Certified Financial Planner
- Eric A. HeitingCentral Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian H. HensenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Dean J. HesslerEdelman Financial Engines · Certified Financial Planner
- Lori L. Huston-DingaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kyle HylandWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Stanley R. JahnAmeriprise Financial Services, LLC · Certified Financial Planner
- Erin M. JonesCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Janel C. KalishPark Avenue Securities LLC · Certified Financial Planner
- Kyle D. KerkenbushGoldstein Advisors, LLC · Certified Financial Planner
- Orsan M. KharbushAmeriprise Financial Services, LLC · Certified Financial Planner
- Shane D. KielerMadison Partners · Certified Financial Planner
- Brent A. KimbelAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kasey J. KinneyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James J. KirkpatrickTrustage Investment Management · Certified Financial Planner
- Logan W. KnechtResonant Capital Advisors, LLC · Certified Financial Planner
- Eric A. KnudsonIsthmus Partners, LLC · Certified Financial Planner
- Zachary T. KuehlMadison Partners · Certified Financial Planner
- Eric J. LanningWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Anne LaubePoehling Capital Management, Inc. · Certified Financial Planner
- David P. LaunderOsaic Wealth, Inc. · Certified Financial Planner
- Parker M. LeissesStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Katheryn M. LindquistLindenwood Financial LLC · Certified Financial Planner
- Karla K. LoseyJohnson Wealth Inc. · Certified Financial Planner
- Rosalie K. MathersValmark Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Tyler McConvilleOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher E. McCoyMadison Partners · Certified Financial Planner
- Lukas McElhenieNorthrock Partners, LLC · Certified Financial Planner
- Joel C. McNeilIsthmus Partners, LLC · Certified Financial Planner
- Margaret E. McNeilIsthmus Partners, LLC · Certified Financial Planner
- Cassandra J. MeixelspergerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Nancy J. MetzgerMapt Capital · Certified Financial Planner
- Derec J. MiedenCreative Planning · Certified Financial Planner
- Erik J. MikkelsonMercer Global Advisors Inc. · Certified Financial Planner
- Matthew MillerAmeriprise Financial Services, LLC · Certified Financial Planner
- Kevin T. MohrOsaic Wealth, Inc. · Certified Financial Planner
- Grant T. MollJohnson Wealth Inc. · Certified Financial Planner
- Dustin J. MonglerCreative Planning · Certified Financial Planner
- Benjamin M. MotiffHarbour Investments, Inc. · Certified Financial Planner
- Zachary P. MulfordMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jonah T. NelsonCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Justin D. NovaraLPL Financial LLC · Certified Financial Planner
- David J. O'BrienEdward Jones · Certified Financial Planner
- Susan E. PeckEvolution Financial LLC · Certified Financial Planner
- Adam R. PetersGoldstein Advisors, LLC · Certified Financial Planner
- Alex G. PudloJohnson Wealth Inc. · Certified Financial Planner, Chartered Financial Consultant
- Gregory S. RademacherSycamore Investment Consulting Services, LLC · Certified Financial Planner
- Craig A. RatzCalculated Wealth · Certified Financial Planner
- Christopher D. RichEnrich Financial Partners LLC · Certified Financial Planner
- Elaine B. RichEnrich Financial Partners LLC · Certified Financial Planner
- Taylor J. RobsonHarbour Investments, Inc. · Certified Financial Planner
- Ryan E. RosenowLPL Financial LLC · Certified Financial Planner
- Timothy C. SchiefelbeinLPL Financial LLC · Certified Financial Planner
- Peter L. SchmidtLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel K. SchuhCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Danielle R. ScodellaroLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Michelle A. SlawnyAssociated Investment Services, Inc. · Certified Financial Planner
- Jonathan R. SmithFocus Partners Wealth, LLC · Certified Financial Planner
- Michael R. SmithT. Anton Investment House, Inc. · Certified Financial Planner
- Jacob C. SoenerClf Asset Management, Inc. · Certified Financial Planner
- Lisa A. SpadoniGoldstein Advisors, LLC · Certified Financial Planner
- Brock M. StaudtCreative Planning · Certified Financial Planner
- Kyra F. ThielPerk Planning · Certified Financial Planner
- Chad M. ThomleyThrivent Investment Management Inc. · Certified Financial Planner
- Richard A. ThompsonResonant Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas J. TomanJohn F Suby Wealth Management LLC · Certified Financial Planner
- Nathan TrannelUBS Financial Services Inc. · Certified Financial Planner
- Trent TredinnickEnrich Financial Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Jacob VehringEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Katie M. VeloffButtonwood Partners, Inc. · Certified Financial Planner
- Andrew D. VoeltnerOmni Financial LLC · Certified Financial Planner
- Jarod D. Von BehrenPark Avenue Securities LLC · Certified Financial Planner
- Paul T. VosburghUBS Financial Services Inc. · Certified Financial Planner
- Jason A. WaughPark Avenue Securities LLC · Certified Financial Planner
- David S. WeinbachAdvisornet Wealth Partners · Certified Financial Planner
- Brent J. WelchValmark Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sarah K. WiersmaAmeriprise Financial Services, LLC · Certified Financial Planner
- Piotr WolynskiCalculated Wealth · Certified Financial Planner
- Michael R. ZuganClf Asset Management, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Madison
LPL Financial LLC 9Madison Partners 6Ameriprise Financial Services, LLC 5Cetera Investment Advisers LLC 5Edward Jones 5Enrich Financial Partners LLC 4Goldstein Advisors, LLC 4Isthmus Partners, LLC 4Creative Planning 3Johnson Wealth Inc. 3Osaic Wealth, Inc. 3Park Avenue Securities LLC 3Park Capital Management, LLC 3Stifel, Nicolaus & Company, Incorporated 3UBS Financial Services Inc. 3
CFP advisors in other Wisconsin cities
All of Wisconsin →Brookfield 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 9Pewaukee 9
Questions
How many CFP financial advisors are in Madison, WI?
116 SEC-registered investment adviser representatives at firm offices in Madison, Wisconsin list the CFP designation; LPL Financial LLC employs the most of them (9).
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 Madison?
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.