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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pewaukee, WI

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

9 CFP professionals work in Pewaukee; the most are at Aspiriant, LLC (3). 0 are also registered broker representatives.

CFP advisors in Pewaukee, A to Z

Every advisor in Pewaukee →

Firms with the most CFP professionals in Pewaukee

Aspiriant, LLC 3Shakespeare Wealth Management, LLC 3Fortress Planning Group 1Jmg Financial Group Ltd. 1Madison Partners 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 Pewaukee, WI?

9 SEC-registered investment adviser representatives at firm offices in Pewaukee, Wisconsin list the CFP designation; Aspiriant, LLC employs the most of them (3).

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 Pewaukee?

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.