Find a CFP® Professional

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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Contact

Ferro Financial, LLC
(504) 324-9217

2121 N. Causeway Blvd
Suite 160
Metairie, LA 70001-2889
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Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning

Contact

DSF Wealth Management, LLC
(337) 234-4406

1305 20 Arpent Rd
New Iberia, LA 70560-4931
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(337) 364-3866

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning, Long-Term Care

Contact

LPL Financial
(504) 596-2201

1100 Poydras St Ste 2900
New Orleans, LA 70163-2900
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(504) 596-2201

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact

Darnall Sikes Gardes & Frederi
(337) 232-3312

2000 Kaliste Saloom Suite 300
Lafayette, LA 70508-6118
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(337) 232-3312

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Tax Planning, Tax Preparation

Contact

Go Green Financial Group
(866) 626-4434

8675 Bluebonnet Blvd Ste A
Baton Rouge, LA 70810-2976
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(866) 626-4434

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Contact

Gilbreath, Burns & Smathers, APAC
(318) 424-4093

400 Travis St
Ste 600
Shreveport, LA 71101-3113
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(318) 424-4093

Compensation Method: Commission and Fee
Minimum Investable Assets: $125,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation

Contact

Bertucci & Labiche Wealth Management
(504) 733-3933

2030 Dickory Ave.
Suite 102
New Orleans, LA 70123-8521
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(504) 733-3933

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Thompson Financial
(318) 841-0247

7591 Fern Ave Ste 1403
Shreveport, LA 71105-5747
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(318) 841-0247

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits

Contact

Edward Jones
(504) 837-1657

1013 N. Causeway Blvd
Suite 100
Metairie, LA 70001-4145
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(504) 837-1657

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Contact

Edward D Jones & Company
(225) 687-0912

23725 Church St
Plaquemine, LA 70764-3305
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(225) 687-0912

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Retirement Planning

Contact

DSF Wealth Management
(985) 384-6264

1201 Brashear Ave Ste 333
Morgan City, LA 70380-1356
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(985) 384-6264

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management

Contact

LPL Financial LLC
(318) 572-0516

3218 Line Ave Ste 220
Shreveport, LA 71104-4261
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(318) 572-0516

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact

ING Financial Partners
(504) 620-5569

2424 Edenborn Ave
Suite 680
Metairie, LA 70001-6460
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(504) 620-5569

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact

Williams Financial Advisors
(903) 926-0499

6425 Youree Dr Ste 180
Shreveport, LA 71105-4600
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Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Merrill Lynch
(985) 898-3930

2681 N Causeway Blvd
Mandeville, LA 70471-6435
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(985) 898-3930

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact

LPL Financial
(225) 612-3984

17121 Willow Oak Aly
Prairieville, LA 70769-4158
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(225) 612-3984

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits

Contact

Ingleside Financial Advisors, LLC
(504) 833-1977

3525 N Causeway Blvd Ste 901
Metairie, LA 70002-3638
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(504) 833-1977

Compensation Method: Commission and Fee
Minimum Investable Assets: $400,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, General Financial Planning, Investment Management, Retirement Planning, Tax Planning, Tax Preparation, Wealth Management

Contact

Logical Investment Solutions
(225) 291-9393

11949 Bricksome Ave Ste A
Baton Rouge, LA 70816-2595
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(225) 291-9393

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Healthcare Planning

Contact

Thrivent Financial for Lutherans
(225) 683-5251

11764 S. Harrell's Ferry Road
Suite C
Baton Rouge, LA 70816-2386
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(225) 683-5251

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact

The Shobe Financial Group
(225) 763-7010

8280 Ymca Plaza Dr Bldg 4
Baton Rouge, LA 70810-0927
View on Map
(225) 763-7010

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Securities, Small Business Planning, Wealth Management

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