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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Gillette, WY

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

3 CFP professionals work in Gillette; the most are at LPL Financial LLC (2). 3 are also registered broker representatives.

CFP advisors in Gillette, A to Z

Every advisor in Gillette →

Firms with the most CFP professionals in Gillette

LPL Financial LLC 2Edward Jones 1

CFP advisors in other Wyoming cities

All of Wyoming →

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

Questions

How many CFP financial advisors are in Gillette, WY?

3 SEC-registered investment adviser representatives at firm offices in Gillette, Wyoming list the CFP designation; LPL Financial LLC employs the most of them (2).

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 Gillette?

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.