Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Waunakee, WI
Every SEC-registered financial advisor at a firm office in Waunakee who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Waunakee; the most are at Edward Jones (3). 4 are also registered broker representatives.
CFP advisors in Waunakee, A to Z
Every advisor in Waunakee →- Joseph G. BaerEdward Jones · Certified Financial Planner
- Earl T. MarquardtLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark P. McFarlandMadison Partners · Certified Financial Planner
- Lauren O'BrienEdward Jones · Certified Financial Planner
- Nicholas D. SchubertEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Waunakee
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 Waunakee, WI?
5 SEC-registered investment adviser representatives at firm offices in Waunakee, Wisconsin list the CFP designation; Edward Jones 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 Waunakee?
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.