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Designations / CFP® professionals

CFP® professionals in Idaho

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

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266 advisors

Stifel, Nicolaus &
46yrs
Michael William Armon
Financial advisor
Riverview Tower 2100 Northwest Blvd Suite 390
Coeur D'alene, ID 83814
Top advisor for experience in Coeur D'alene
CFP®Top advisor for experience in Coeur D'aleneFiduciary
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Pinkerton Wealth Partners
45yrs
Polly Marie Stoecklein
Financial advisor
2000 John Loop
Coeur D'alene, ID 83814
Top advisor for experience at Pinkerton Wealth Partners
CFP®Top advisor for experience at Pinkerton Wealth Partners
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Advanced Financial Solutions
44yrs
David Arthur Wilhite
Financial advisor
4700 N Cloverdale RD Suite 101
Boise, ID 83713
Top 1% for experience in Idaho
CFP®ChFCFiduciary
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LPL Financial
43yrs
Geary Martin Jerde
Financial advisor
West 87 - Sargent Drive
Hayden Lake, ID 83835
Top 2% for experience in Idaho
CFP®FiduciaryFee-only firm
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ON Investment Management
42yrs
Stanley Clyde Mock
Financial advisor
3601 N Lakeharbor Lane
Boise, ID 83703
Top 2% for experience in Boise
CFP®Fiduciary
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Inspire Advisors
41yrs
Derek Lee Hastings
Financial advisor
3597 E Monarch SKY LN Suite 330
Meridian, ID 83646
Top advisor for experience at Inspire Advisors
CFP®Top advisor for experience at Inspire AdvisorsFee-only firm
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Modern Wealth Management
40yrs
David Stanley Petso
Financial advisor
1405 West Main Street
Boise, ID 83702
Top 3% for experience in Boise
CFP®Fee-only firm
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Sand Creek Capital
40yrs
Robert Garry Parkinson
Financial advisor
234 E 1st N
Rexburg, ID 83440
Top advisor for experience in Rexburg
CFP®Top advisor for experience in RexburgFiduciary
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Echelon Group
40yrs
Donald Lee Reiman
Financial advisor
251 E. Front Street Suite 202
Boise, ID 83702
Top advisor for experience at Echelon Group
CFP®ChFCTop advisor for experience at Echelon Group
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Robertson Stephens
40yrs
Julie Niles Steinman
Financial advisor
675 Sun Valley Road
Ketchum, ID 83340
Top 4% for experience in Idaho
CFP®FiduciaryFee-only firm
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Centaurus Financial
38yrs
Lawrence Lee
Financial advisor
162 E. Hayden Ave.
Hayden, ID 83835
Top 5% for experience in Idaho
CFP®FiduciaryFee-only firm
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Cambridge Investment Research Advisors
38yrs
Peggy Lynn Farnworth
Financial advisor
670 E Riverpark Lane Ste. 140
Boise, ID 83706
Top 5% for experience in Boise
CFP®
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Osaic Wealth
37yrs
Lesley Cullen Atchley
Financial advisor
601 Front Avenue Suite 203
Coeur D'alene, ID 83814
Top 6% for experience in Idaho
CFP®Fee-only firm
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Morgan Stanley
36yrs
Greg Vincent Thomas
Financial advisor
101 South Capitol Boulevard Suite 401
Boise, ID 83702
Top 6% for experience in Boise
CFP®
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Summit Wealth and Retirement Partners
36yrs
Scott Michael Terry
Financial advisor
435 E Shore Drive Suite 220
Eagle, ID 83616
Top 5% for experience in Eagle
CFP®Fee-only firm
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Edward Jones
35yrs
Brent Lynn Esplin
Financial advisor
526 First American Circle
Rexburg, ID 83440
Top 2% for experience at Edward Jones
CFP®Fee-only firm
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Stifel, Nicolaus &
35yrs
Sheri Lee Johnnie
Financial advisor
111 N. Main, 3rd Floor, Suite B POB 5389
Ketchum, ID 83340
Top 7% for experience in Idaho
CFP®Fiduciary
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Cetera Investment Advisers
35yrs
Mark S Banner
Financial advisor
Swan Valley, ID
Top 8% for experience in Idaho
CFP®ChFCFee-only firm
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Venturi Private Wealth
35yrs
Russell Wayne Norwood
Financial advisor
800 W Main Street Suite 1150
Boise, ID 83702
Top 7% for experience in Boise
CFP®FiduciaryFee-only firm
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Inspire Advisors
33yrs
Keith Owen Chandler
Financial advisor
3597 E Monarch SKY LN Suite 330
Meridian, ID 83646
Top 4% for experience at Inspire Advisors
CFP®ChFCFee-only firm
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