Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Middleton, WI
Every SEC-registered financial advisor at a firm office in Middleton who lists the Certified Financial Planner designation, A to Z.
41 CFP professionals work in Middleton; the most are at Savant Wealth Management (8). 13 are also registered broker representatives.
CFP advisors in Middleton, A to Z
Every advisor in Middleton →- Robert G. ArmstrongMilestone Investment Advisors, LLC · Certified Financial Planner
- Erik P. BarkerJacobson & Schmitt Advisors, LLC · Certified Financial Planner
- Brennan D. BleckerSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Sabrina L. BreitenbachNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Steven D. BroihahnCetera Planning Partners · Certified Financial Planner
- Mark G. BuchananCanopy Wealth Management · Certified Financial Planner
- Jason A. BuehrleAmeriprise Financial Services, LLC · Certified Financial Planner
- Karly J. CostanzoSentinel Advisory Group, LLC · Certified Financial Planner
- Cashton D. CraigCharles Schwab & Co., Inc. · Certified Financial Planner
- Lucy N. CuffJacobson & Schmitt Advisors, LLC · Certified Financial Planner
- Megan E. DornHarbour Investments, Inc. · Certified Financial Planner
- Michael A. DubisBeacon Pointe Advisors, LLC · Certified Financial Planner
- Austin J. FlowerSavant Wealth Management · Certified Financial Planner
- Lynne R. GoldsmithGoogins Advisors, Inc. · Certified Financial Planner
- Jacob A. HamusAmeriprise Financial Services, LLC · Certified Financial Planner
- James M. HaygoodSavant Wealth Management · Certified Financial Planner
- Jay D. HinkensHarbour Investments, Inc. · Certified Financial Planner
- Robert J. HipschmanStrategic Advisers LLC · Certified Financial Planner
- Christopher E. JohnsonJacobson & Schmitt Advisors, LLC · Certified Financial Planner
- Daniel P. KauperMilestone Investment Advisors, LLC · Certified Financial Planner
- Nathan F. KeelingSentinel Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- William R. LauderdaleForm Wealth Advisors, LLC · Certified Financial Planner
- Lashell L. LentzMorgan Stanley · Certified Financial Planner
- Brent A. LindellSavant Wealth Management · Certified Financial Planner
- Angel C. McClareyMilestone Investment Advisors, LLC · Certified Financial Planner
- Sarah E. McGinnissSavant Wealth Management · Certified Financial Planner
- Michael J. McKersieLevel Four Advisory Services · Certified Financial Planner
- Zach D. MeulemansSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Craig E. PetermanPrism Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Eric D. RaetherCanopy Wealth Management · Certified Financial Planner
- John S. RileyEdward Jones · Certified Financial Planner
- John M. SchererTrinity Financial Planning · Certified Financial Planner
- Jeffrey M. SuppleLPL Financial LLC · Certified Financial Planner
- Adam C. SweetJacobson & Schmitt Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Dylan J. TalericoStrategic Advisers LLC · Certified Financial Planner
- Noah J. TostrudSavant Wealth Management · Certified Financial Planner
- Brian VetrovecStrategic Advisers LLC · Certified Financial Planner
- Shannon V. WegnerWegner Asset Management, LLC · Certified Financial Planner
- Bennett J. WessleySavant Wealth Management · Certified Financial Planner
- Jonathan G. WilsonMilestone Investment Advisors, LLC · Certified Financial Planner
- Konrad ZagzebskiShellcrest Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Middleton
Savant Wealth Management 8Jacobson & Schmitt Advisors, LLC 4Milestone Investment Advisors, LLC 4Strategic Advisers LLC 3Ameriprise Financial Services, LLC 2Canopy Wealth Management 2Harbour Investments, Inc. 2Sentinel Advisory Group, LLC 2Beacon Pointe Advisors, LLC 1Cetera Planning Partners 1Charles Schwab & Co., Inc. 1Edward Jones 1Form Wealth Advisors, LLC 1Googins Advisors, Inc. 1LPL Financial LLC 1
CFP advisors in other Wisconsin cities
All of Wisconsin →Madison 116Brookfield 97Milwaukee 80Green Bay 75Appleton 61Waukesha 42Mequon 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 Middleton, WI?
41 SEC-registered investment adviser representatives at firm offices in Middleton, Wisconsin list the CFP designation; Savant Wealth Management employs the most of them (8).
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 Middleton?
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.