Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Powell, WY
Every SEC-registered financial advisor at a firm office in Powell who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Powell; the most are at Golden State Wealth Management, LLC (2). 2 are also registered broker representatives.
CFP advisors in Powell, A to Z
Every advisor in Powell →- Ashley E. CurielGolden State Wealth Management, LLC · Certified Financial Planner
- John J. ZeziniGolden State Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Powell
CFP advisors in other Wyoming cities
All of Wyoming →Jackson 13Sheridan 9Casper 6Cheyenne 5Laramie 4Cody 3Encampment 3Gillette 3
Questions
How many CFP financial advisors are in Powell, WY?
2 SEC-registered investment adviser representatives at firm offices in Powell, Wyoming list the CFP designation; Golden State Wealth Management, 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 Powell?
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.