Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pembine, WI

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

The short answer

1 CFP advisor work in Pembine; the most are at Intrua Financial (1). 1 are also registered broker representatives.

CFP advisors in Pembine, A to Z

Every advisor in Pembine →

Charles H. KuhtzIntrua Financial · Certified Financial Planner

Firms with the most CFP professionals in Pembine

Intrua Financial 1

CFP advisors in other Wisconsin cities

All of Wisconsin →

Madison 116 Brookfield 97 Milwaukee 80 Green Bay 71 Appleton 59 Waukesha 44 Middleton 39 Mequon 23 Altoona 19 Eau Claire 18 Wausau 18 De Pere 16 Delafield 12 La Crosse 12 Wauwatosa 12 Fitchburg 11 Hudson 10 Janesville 10 New Berlin 10 Onalaska 10 Pewaukee 10 Racine 10 Stevens Point 10 Verona 10

Questions

How many CFP financial advisors are in Pembine, WI?

1 SEC-registered investment adviser representatives at firm offices in Pembine, Wisconsin list the CFP designation; Intrua Financial 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 Pembine?

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.