Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Manitowoc, WI

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

3 CFP professionals work in Manitowoc; the most are at LPL Financial LLC (1). 2 are also registered broker representatives.

CFP advisors in Manitowoc, A to Z

Every advisor in Manitowoc →
  • Carson D. BieberWells Fargo Clearing Services, LLC · Certified Financial Planner
  • William R. CaseyMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Jason R. MuenchLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Manitowoc

LPL Financial LLC 1Merit Financial Advisors 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 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9

Questions

How many CFP financial advisors are in Manitowoc, WI?

3 SEC-registered investment adviser representatives at firm offices in Manitowoc, Wisconsin list the CFP designation; LPL Financial LLC employs the most of them (1).

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 Manitowoc?

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.