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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cheyenne, WY

Every SEC-registered financial advisor at a firm office in Cheyenne who lists the Certified Financial Planner designation, A to Z.

The short answer

5 CFP professionals work in Cheyenne; the most are at Ameriprise Financial Services, LLC (1). 5 are also registered broker representatives.

CFP advisors in Cheyenne, A to Z

Every advisor in Cheyenne →

Firms with the most CFP professionals in Cheyenne

Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Edward Jones 1RBC Capital Markets, LLC 1Raymond James Financial Services Advisors, Inc. 1

CFP advisors in other Wyoming cities

All of Wyoming →

Jackson 13Sheridan 9Casper 6Laramie 4Cody 3Encampment 3Gillette 3

Questions

How many CFP financial advisors are in Cheyenne, WY?

5 SEC-registered investment adviser representatives at firm offices in Cheyenne, Wyoming list the CFP designation; Ameriprise Financial Services, 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 Cheyenne?

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.