Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Spring Green, WI
Every SEC-registered financial advisor at a firm office in Spring Green who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Spring Green; the most are at LPL Financial LLC (1). 1 are also registered broker representatives.
CFP advisors in Spring Green, A to Z
Every advisor in Spring Green →- David J. EdwardsLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Spring Green
CFP advisors in other Wisconsin cities
All of Wisconsin →Madison 116Brookfield 97Milwaukee 80Green Bay 71Appleton 59Waukesha 44Middleton 39Mequon 23Altoona 19Eau Claire 18Wausau 18De Pere 16Delafield 12La Crosse 12Wauwatosa 12Fitchburg 11Hudson 10Janesville 10New Berlin 10Onalaska 10Pewaukee 10Racine 10Stevens Point 10Verona 10
Questions
How many CFP financial advisors are in Spring Green, WI?
1 SEC-registered investment adviser representatives at firm offices in Spring Green, Wisconsin list the CFP designation; LPL Financial LLC 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 Spring Green?
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.