Find a CFP® Professional

Search Results

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

Merrill Lynch Bank & Trust Co., Fsb
(702) 547-2920

450 N Stephanie St # 600
Henderson, NV 89014-6651
View on Map
(702) 547-2920

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: Asset Allocation, Banking, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management

Contact

Wells Fargo Advisors
(702) 877-7733

3800 Howard Hughes Pkwy Ste 200
Las Vegas, NV 89169-0919
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(702) 877-7733

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, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Contact

HighTower Las Vegas
(702) 940-2361

871 Coronado Center Dr Ste 200
Henderson, NV 89052-3977
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(702) 940-2361

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

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

Specialties: Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Planning

Contact

UBS Financial Services Inc
(702) 567-4182

2475 Village View Dr Ste 150
Henderson, NV 89074-7173
View on Map
(702) 567-4182

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: Asset Allocation, Business Succession Planning, Debt Management, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact

Merrill Lynch
(702) 547-4208

400 N Stephanie St Ste 140
Henderson, NV 89014-6692
View on Map
(702) 547-4208

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

One Nevada Credit Union
(702) 641-4331

2949 E. Desert Inn Road
Suite 2
Las Vegas, NV 89121-3614
View on Map
(702) 641-4331

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: General Financial Planning, Retirement Income Management, Retirement Planning

Contact

Ameriprise Financial
(702) 938-2505 x202

2470 Saint Rose Pkwy Ste 203
Henderson, NV 89074-7774
View on Map
(702) 938-2505

Compensation Method: None Provided
Minimum Investable Assets: $1
Languages: English

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

Specialties: Comprehensive Financial Planning, Divorce Issues, Retirement Income Management, Retirement Planning

Contact

Diamond Wealth Management
(702) 451-8099

9525 W Russell Rd Ste C
Las Vegas, NV 89148-5650
View on Map
(702) 451-8099

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

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

Contact

UBS
(702) 792-3101

10801 W Charleston Blvd Ste 400
Las Vegas, NV 89135-1205
View on Map
(702) 792-3101

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: Wealth Management

Contact

Landmark Advisors NV
(702) 851-0225

3067 E Warm Springs Rd Ste 100
Las Vegas, NV 89120-3750
View on Map
(702) 851-0225

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: Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Planning, Life Transitions

Contact

Attanasio Financial Strategies Group
(702) 851-5858

9516 W Flamingo Rd Ste 210
Las Vegas, NV 89147-5750
View on Map
(702) 851-5858

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

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

Specialties: Divorce Issues

Contact

Buckley Financial Strategies Group/Strategic Portfolio Advisors
(702) 460-3318

10161 Park Run Drive
Suite 150
Las Vegas, NV 89145-8872
View on Map
(702) 460-3318

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

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

Specialties: Wealth Management

Contact

The Laughton Company
(775) 323-3255 x6015

140 Washington St
Ste 100
Reno, NV 89503-5620
View on Map
(775) 323-3255

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

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

Specialties: Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Small Business Planning, Wealth Management

Contact

Morgan Stanley
(775) 823-8645

3975 Doc Olena Ct
Carson City, NV 89704-9660
View on Map
(775) 849-2053

5390 Kietzke Ln Ste 200
Reno, NV 89511-3028
View on Map
(775) 823-8645

Compensation Method: Commission and Fee
Minimum Investable Assets: $300,000
Languages: English

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

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

Contact

HighTower
(702) 940-2358

871 Coronado Center Dr Ste 200
Henderson, NV 89052-3977
View on Map
(702) 373-3264

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

Mass Mutual Life Insurance Company
(702) 734-4452

10161 Park Run Dr Ste 150
Las Vegas, NV 89145-8872
View on Map
(702) 734-4452

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

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

Specialties: Business Succession Planning, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning

Contact

Miller Russell
(702) 479-2799

2700 W Sahara Ave
Executive Suites, Floor 5
Las Vegas, NV 89102-1700
View on Map
(702) 479-2799

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, Charitable Giving

Contact

H Beck, Inc
(775) 851-3835

1575 Delucchi
Ste 102
Reno, NV 89502-6581
View on Map
(775) 825-1144

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: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Long-Term Care, Retirement Planning

Contact

Edward Jones
(775) 829-0151

3005 Skyline Blvd Ste 120
Reno, NV 89509-5168
View on Map
(775) 829-0151

Compensation Method: Commission and Fee
Minimum Investable Assets: $10,000
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

UBS Financial Services
(702) 792-3128

10801 W Charleston Blvd Ste 400
Las Vegas, NV 89135-1205
View on Map
(702) 792-3128

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

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