Financial ADVSR advisor directory · SEC adviser records
Sensible Money, LLC financial advisors in Arizona
Every SEC-registered investment adviser representative at a Sensible Money, LLC office in Arizona, by city and A to Z.
The short answer
9 registered advisors work at Sensible Money, LLC in Arizona, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in Scottsdale (9). 6 list the CFP designation and 0 are also registered broker representatives.
Sensible Money, LLC advisors by city in Arizona
Every firm in Arizona →Sensible Money, LLC advisors in Arizona, A to Z
Search by name →- Makayla R. AllenScottsdale
- Dana M. AnspachScottsdale · Certified Financial Planner
- Tabitha N. DalyScottsdale · Certified Financial Planner
- Paul EscarcegaScottsdale
- Matthew R. HersheyScottsdale
- Kathleen K. MealeyScottsdale · Certified Financial Planner
- Charles PicerniScottsdale · Certified Financial Planner
- Stephanie K. SchultzScottsdale · Certified Financial Planner
- Amy L. ShepardScottsdale · Certified Financial Planner
Sensible Money, LLC advisors in every state →Sensible Money, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Sensible Money, LLC financial advisors are in Arizona?
9 investment adviser representatives are registered at Sensible Money, LLC offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Arizona does Sensible Money, LLC have the most advisors?
Scottsdale, with 9. Sensible Money, LLC has advisors in 1 city in Arizona.
How do I check a Sensible Money, LLC advisor in Arizona?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sensible Money, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.