Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Onalaska, WI
Every SEC-registered financial advisor at a firm office in Onalaska who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Onalaska; the most are at Edward Jones (2). 7 are also registered broker representatives.
CFP advisors in Onalaska, A to Z
Every advisor in Onalaska →- Theodore D. EversonNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Erica GarnhartWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jeffrey M. LokkenMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Timothy A. McAllisterOsaic Wealth, Inc. · Certified Financial Planner
- Howard D. PatchinEdward Jones · Certified Financial Planner
- Cody N. RickawayLPL Financial LLC · Certified Financial Planner
- Jacob R. ShambanFiduciary Financial Planning Network · Certified Financial Planner
- Jason S. SobolikMercer Global Advisors Inc. · Certified Financial Planner
- Andrew M. StegerOrgel Wealth Management, LLC · Certified Financial Planner
- Shane D. StuhrNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Justin J. WiseEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Onalaska
Edward Jones 2Mercer Global Advisors Inc. 2Northwestern Mutual Investment Services, LLC 2Fiduciary Financial Planning Network 1LPL Financial LLC 1Orgel Wealth Management, LLC 1Osaic Wealth, Inc. 1Wealth Enhancement Advisory 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 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Onalaska, WI?
11 SEC-registered investment adviser representatives at firm offices in Onalaska, Wisconsin list the CFP designation; Edward Jones 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 Onalaska?
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.