Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rice Lake, WI
Every SEC-registered financial advisor at a firm office in Rice Lake who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Rice Lake; the most are at Valmark Advisers, Inc. (2). 5 are also registered broker representatives.
CFP advisors in Rice Lake, A to Z
Every advisor in Rice Lake →- Robert J. BergerEdward Jones · Certified Financial Planner
- Stephen W. BowmanCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Kirk J. BrettingenAmeriprise Financial Services, LLC · Certified Financial Planner
- Stefani J. FiedlerValmark Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Chad J. PetersonValmark Advisers, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Rice Lake
Valmark Advisers, Inc. 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Edward Jones 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 Rice Lake, WI?
5 SEC-registered investment adviser representatives at firm offices in Rice Lake, Wisconsin list the CFP designation; Valmark Advisers, Inc. 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 Rice Lake?
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.