Financial ADVSR advisor directory · SEC adviser records
Capital Planning Wealth Management financial advisors in Center Valley, PA
Every SEC-registered investment adviser representative at a Capital Planning Wealth Management office in Center Valley, A to Z.
The short answer
5 registered advisors work at Capital Planning Wealth Management in Center Valley, out of 5 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Capital Planning Wealth Management advisors in Center Valley, A to Z
Every Capital Planning Wealth Management advisor →- David S. BahnickChartered Financial Consultant · Also a broker rep
- Ann S. BrinckmanCertified Financial Planner · Also a broker rep
- Jonathan L. CarpenterAlso a broker rep
- John J. StrasburgerCertified Financial Planner · Also a broker rep
- John W. Sullivan IIChartered Financial Consultant · Also a broker rep
Capital Planning Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Center Valley
All Center Valley advisors →MML Investors Services, LLC 21Stifel, Nicolaus & Company, Incorporated 15Quadrant Private Wealth Management, LLC 10Strategic Advisers LLC 8Ameriprise Financial Services, LLC 6Argyle Capital Management, LLC 3Private Advisor Group, LLC 3
Questions
How many financial advisors does Capital Planning Wealth Management have in Center Valley?
5 investment adviser representatives are registered at Capital Planning Wealth Management offices in Center Valley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Capital Planning Wealth Management one of the largest advisor employers in Center Valley?
Capital Planning Wealth Management ranks number 6 in Center Valley by registered advisors; MML Investors Services, LLC has the most, with 21.
How do I check a Capital Planning Wealth Management advisor in Center Valley?
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 Capital Planning Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.