Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wausau, WI
Every SEC-registered financial advisor at a firm office in Wausau who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Wausau; the most are at Edward Jones (6). 15 are also registered broker representatives.
CFP advisors in Wausau, A to Z
Every advisor in Wausau →- Matthew J. AlexanderLPL Financial LLC · Certified Financial Planner
- Rosemary BarnesMadison Partners · Certified Financial Planner
- Nathan J. BirchlerEdward Jones · Certified Financial Planner
- Randy J. ButlerLPL Financial LLC · Certified Financial Planner
- Joseph B. ChadwickEdward Jones · Certified Financial Planner
- Paul A. DauEdward Jones · Certified Financial Planner
- Daniel J. EvansMidwest Professional Planners, Ltd. · Certified Financial Planner
- Kevin J. HermeningAmeriprise Financial Services, LLC · Certified Financial Planner
- James E. IsonPackerland Brokerage Services, Inc. · Certified Financial Planner
- James A. KoehlerAmeriprise Financial Services, LLC · Certified Financial Planner
- Benjamin P. LaskaMidwest Professional Planners, Ltd. · Certified Financial Planner
- Benjamin D. PetersonEdward Jones · Certified Financial Planner
- Christopher L. SmithEdward Jones · Certified Financial Planner
- Kevin J. SnowLPL Financial LLC · Certified Financial Planner
- Scott M. WallschlaegerMidwest Professional Planners, Ltd. · Certified Financial Planner
- Donald L. WildEdward Jones · Certified Financial Planner
- Scott E. WildmanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Wausau
Edward Jones 6LPL Financial LLC 3Midwest Professional Planners, Ltd. 3Ameriprise Financial Services, LLC 2Madison Partners 1Packerland Brokerage Services, Inc. 1Raymond James Financial Services Advisors, 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 17Delafield 12Hudson 12Verona 12Fitchburg 11Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9
Questions
How many CFP financial advisors are in Wausau, WI?
17 SEC-registered investment adviser representatives at firm offices in Wausau, Wisconsin list the CFP designation; Edward Jones employs the most of them (6).
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 Wausau?
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.