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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Teton Village, WY

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

The short answer

1 CFP advisor work in Teton Village; the most are at UBS Financial Services Inc. (1). 1 are also registered broker representatives.

CFP advisors in Teton Village, A to Z

Every advisor in Teton Village →

Firms with the most CFP professionals in Teton Village

UBS Financial Services Inc. 1

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 Teton Village, WY?

1 SEC-registered investment adviser representatives at firm offices in Teton Village, Wyoming list the CFP designation; UBS Financial Services Inc. 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 Teton Village?

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.