Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Verona, WI
Every SEC-registered financial advisor at a firm office in Verona who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Verona; the most are at Walkner Condon Financial Advisors LLC (3). 6 are also registered broker representatives.
CFP advisors in Verona, A to Z
Every advisor in Verona →- Trisha E. ArndtCommonwealth Financial Network · Certified Financial Planner
- Dennis F. BakerOsaic Wealth, Inc. · Certified Financial Planner
- Joel A. CravenCapital Analysts · Certified Financial Planner
- Geoffrey R. DunmoreKeating Financial Advisory Services · Certified Financial Planner
- Logan J. FalkLPL Financial LLC · Certified Financial Planner
- Richard S. FarmerWalkner Condon Financial Advisors LLC · Certified Financial Planner
- Kathryn S. HankardFiscal Fitness, LLC · Certified Financial Planner
- Bryan P. MinogueKardinal Financial · Certified Financial Planner, Chartered Financial Analyst
- Christopher L. StrommenPark Avenue Securities LLC · Certified Financial Planner
- Alicia N. Vande VenWalkner Condon Financial Advisors LLC · Certified Financial Planner
- Evan WaltzWalkner Condon Financial Advisors LLC · Certified Financial Planner
- Annirose K. WomackLincoln Investment · Certified Financial Planner
Firms with the most CFP professionals in Verona
Walkner Condon Financial Advisors LLC 3Lincoln Investment 2Capital Analysts 1Commonwealth Financial Network 1Fiscal Fitness, LLC 1Kardinal Financial 1Keating Financial Advisory Services 1LPL Financial LLC 1Osaic Wealth, Inc. 1Park Avenue Securities LLC 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 12Fitchburg 11Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Verona, WI?
12 SEC-registered investment adviser representatives at firm offices in Verona, Wisconsin list the CFP designation; Walkner Condon Financial Advisors 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 Verona?
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.