Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Laramie, WY
Every SEC-registered financial advisor at a firm office in Laramie who lists the Certified Financial Planner designation, A to Z.
4 CFP professionals work in Laramie; the most are at Edward Jones (3). 4 are also registered broker representatives.
CFP advisors in Laramie, A to Z
Every advisor in Laramie →- Steven R. GosarEdward Jones · Certified Financial Planner
- Tony Layson Jr.Edward Jones · Certified Financial Planner
- James L. NinnemannEdward Jones · Certified Financial Planner
- Dale B. SailorsOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Laramie
CFP advisors in other Wyoming cities
All of Wyoming →Jackson 13Sheridan 9Casper 6Cheyenne 5Cody 3Encampment 3Gillette 3
Questions
How many CFP financial advisors are in Laramie, WY?
4 SEC-registered investment adviser representatives at firm offices in Laramie, Wyoming 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 Laramie?
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.