Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rock Springs, WY
Every SEC-registered financial advisor at a firm office in Rock Springs who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Rock Springs; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in Rock Springs, A to Z
Every advisor in Rock Springs →- Ryan H. ScottEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Rock Springs
CFP advisors in other Wyoming cities
All of Wyoming →Jackson 12Sheridan 9Casper 8Cheyenne 5Laramie 4Cody 3Gillette 3
Questions
How many CFP financial advisors are in Rock Springs, WY?
1 SEC-registered investment adviser representatives at firm offices in Rock Springs, Wyoming list the CFP designation; Edward Jones 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 Rock Springs?
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.