Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oconomowoc, WI
Every SEC-registered financial advisor at a firm office in Oconomowoc who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Oconomowoc; the most are at Strategic Advisers LLC (2). 7 are also registered broker representatives.
CFP advisors in Oconomowoc, A to Z
Every advisor in Oconomowoc →- Kiersten BrennanStrategic Advisers LLC · Certified Financial Planner
- Brian J. Konop&Partners · Certified Financial Planner
- Nicholas A. LarsonStrategic Advisers LLC · Certified Financial Planner
- Brandon LittletonPrincipal Securities, Inc. · Certified Financial Planner
- Robert J. PulaskiPackerland Brokerage Services, Inc. · Certified Financial Planner
- Jeremy WenzlowLPL Financial LLC · Certified Financial Planner
- Luke E. WillBelpointe Asset Management LLC · Certified Financial Planner
Firms with the most CFP professionals in Oconomowoc
Strategic Advisers LLC 2&Partners 1Belpointe Asset Management LLC 1LPL Financial LLC 1Packerland Brokerage Services, Inc. 1Principal Securities, Inc. 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 Oconomowoc, WI?
7 SEC-registered investment adviser representatives at firm offices in Oconomowoc, Wisconsin list the CFP designation; Strategic Advisers LLC employs the most of them (2).
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 Oconomowoc?
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.