Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Stevens Point, WI
Every SEC-registered financial advisor at a firm office in Stevens Point who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Stevens Point; the most are at Evexia Wealth, LLC (3). 5 are also registered broker representatives.
CFP advisors in Stevens Point, A to Z
Every advisor in Stevens Point →- Kim R. AngellAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jacob D. BartzEvexia Wealth, LLC · Certified Financial Planner
- Lee F. CourtrightOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jason J. GlisczynskiSummit Financial, LLC · Certified Financial Planner
- Glenn A. HelminiakEdward Jones · Certified Financial Planner
- Dorece B. JohnsonEdward Jones · Certified Financial Planner
- Jenna R. LawsEvexia Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeremy E. SchoenherrSummit Financial, LLC · Certified Financial Planner
- Jeremiah J. SmithBrookstone Wealth Advisors, LLC · Certified Financial Planner
- Elle N. SmitsCliftonlarsonallen Wealth Advisors, LLC · Certified Financial Planner
- Joseph T. WatsonEvexia Wealth, LLC · Certified Financial Planner
Firms with the most CFP professionals in Stevens Point
Evexia Wealth, LLC 3Edward Jones 2Summit Financial, LLC 2Ameriprise Financial Services, LLC 1Brookstone Wealth Advisors, LLC 1Cliftonlarsonallen Wealth Advisors, LLC 1Osaic Wealth, Inc. 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 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Stevens Point, WI?
11 SEC-registered investment adviser representatives at firm offices in Stevens Point, Wisconsin list the CFP designation; Evexia Wealth, 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 Stevens Point?
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.