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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cody, WY

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

3 CFP professionals work in Cody; the most are at Copperline Wealth Management & Planning (1). 3 are also registered broker representatives.

CFP advisors in Cody, A to Z

Every advisor in Cody →
  • Gregory J. IrwinLPL Financial LLC · Certified Financial Planner
  • Benjamin PaytonIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
  • Sara M. SchauermannCopperline Wealth Management & Planning · Certified Financial Planner

Firms with the most CFP professionals in Cody

Copperline Wealth Management & Planning 1Integrated Wealth Concepts LLC 1LPL Financial LLC 1

CFP advisors in other Wyoming cities

All of Wyoming →

Jackson 13Sheridan 9Casper 6Cheyenne 5Laramie 4Encampment 3Gillette 3

Questions

How many CFP financial advisors are in Cody, WY?

3 SEC-registered investment adviser representatives at firm offices in Cody, Wyoming list the CFP designation; Copperline Wealth Management & Planning 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 Cody?

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.