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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.

Sort By: A-Z | Minimum Investable Assets
Contact
Brian P. Cunning, CFP®

Nevada State Bank

750 E Warm Springs Rd Ste 360
Las Vegas, NV 89119-4313
View on Map
(702) 855-4745

Compensation Method: Salary
Minimum Investable Assets: $250,000
Languages: English

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

Contact
Daniel Steven Fitzsimmons, CFP®

Ameriprise Financial

500 Damonte Ranch Pkwy Ste 735
Reno, NV 89521-3964
View on Map
(775) 829-7210

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

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

Contact
Jamie D McCreary, CFP®

Wealth Strategies by Bayliss & McAninch Inc.

1830 College Parkway
Suite 200
Carson City, NV 89706-7942
View on Map
(775) 883-9555

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

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

Specialties: Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Contact
Alana M Holland, CFP®

June Cox CPA, APC

4755 Caughlin Pkwy Ste B
Reno, NV 89519-0980
View on Map
(775) 853-1000

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

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

Contact
Scot Samuel Fairchild, CFP®

Success Financial Advisors, LLC

1080 Wigwam Pkwy
Henderson, NV 89074-8179
View on Map
(702) 307-1888

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, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Doyle H. Brown, CFP®

Windrose Retirement Income Planners, Inc.

1575 Delucchi Ln Ste 222
Reno, NV 89502-8521
View on Map
(775) 829-9633

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

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

Contact
Jasen E. Cassady, CFP®

Cassady Law Offices PC

7201 W Lake Mead Blvd Ste 500
Las Vegas, NV 89128-8350
View on Map
(702) 650-4480

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: Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Investment Management, Special Needs Planning

Contact
Steven H. Grundstedt, CFP®

Mass Mutual Financial Group

1140 N Town Center Dr Ste 350
Las Vegas, NV 89144-0501
View on Map
(702) 856-2374

Compensation Method: Commission and Fee
Minimum Investable Assets: ($10,000,004,999,999)
Languages: English

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

Specialties: Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care, Wealth Management

Contact
Kenneth Charles Krichbaum, CFP®

The Laughton Company

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
Peter H. Kingman, CFP®

Nevada Trust Company

3067 E Warm Springs Rd Ste 200
Las Vegas, NV 89120-3750
View on Map
(702) 696-0000

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

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

Specialties: Asset Allocation, Charitable Giving, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning

Contact
Heidi A. Foster, CFP®

American Wealth Management

570 Hammill Lane
Reno, NV 89511-2045
View on Map
(775) 332-7000

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: Spanish, English

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

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Retirement Planning

Contact
Michael R. Murphy, CFP®

Edward Jones

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
Staci Scharadin, CFP®

Diamond Wealth Management

9525 W Russell Rd # C-120
Las Vegas, NV 89148-5650
View on Map
(702) 451-8099

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

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

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

Contact
Karen Diane Vibe, CFP®

Morgan Stanley

5390 Kietzke Ln Ste 200
Reno, NV 89511-3028
View on Map
(775) 823-8641

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, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Sidney A. Blum, CFP®

GreatLight Fee Only Advisors,

9060 W Cheyenne Ave Ste A
Las Vegas, NV 89129-8911
View on Map
(877) 333-1197

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

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

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Government and Military

Contact
Maston Thornton, CFP®

UBS Financial Services

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

Contact
DEAN A ELYACOUBI, CFP®

Merrill Lynch

400 S Rampart Blvd Ste 300
Las Vegas, NV 89145-5724
View on Map
(702) 341-2020

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, Comprehensive Financial Planning, Education Planning, Mortgages, Retirement Income Management, Retirement Planning, Wealth Management

Contact
Orville L. McCumber, CFP®

McCumber Financial Group

7341 W. Charleston Blvd.
Ste 140
Las Vegas, NV 89117-1573
View on Map
(702) 562-1391

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, Estate Planning, Healthcare Planning, Insurance Planning, Investment Management, Real Estate, Retirement Income Management

Contact
Patrick W. Condon, CFP®

Suburbia Corp DBA: Patrick W. Condon & Associates

619 S Arlington Ave.
Reno, NV 89509-1507
View on Map
(775) 337-2900

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

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

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

Contact
David C. Mann, CFP®

Northwestern Mutual

3883 Howard Hughes Pkwy
Ste 600
Las Vegas, NV 89169-0988
View on Map
(702) 734-4425

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

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

Specialties: Comprehensive Financial Planning

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