Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sheridan, WY
Every SEC-registered financial advisor at a firm office in Sheridan who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Sheridan; the most are at Elevate Wealth Management (2). 5 are also registered broker representatives.
CFP advisors in Sheridan, A to Z
Every advisor in Sheridan →- Anna C. BaileyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Franklin N. BoleyLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Erin M. FooteFrontier Asset Management, LLC · Certified Financial Planner
- Robby D. HarfstHarfst And Associates, Inc. · Certified Financial Planner
- Patrick F. JohnsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Robert M. JohnsonElevate Wealth Management · Certified Financial Planner
- Robert L. Leibrich Jr.LPL Financial LLC · Certified Financial Planner
- James D. ShellenbergerElevate Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Victoria M. ZierEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Sheridan
Elevate Wealth Management 2Frontier Asset Management, LLC 2LPL Financial LLC 2Edward Jones 1Harfst And Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 1Stifel, Nicolaus & Company, Incorporated 1
CFP advisors in other Wyoming cities
All of Wyoming →Jackson 13Casper 6Cheyenne 5Laramie 4Cody 3Encampment 3Gillette 3
Questions
How many CFP financial advisors are in Sheridan, WY?
9 SEC-registered investment adviser representatives at firm offices in Sheridan, Wyoming list the CFP designation; Elevate Wealth Management 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 Sheridan?
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.