cfp board

Minnesota Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update

Minnesota Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update 150 150 Robert Rex, Esq.

Sanctioned Minnesota Financial Planners The list below, taken from the CFP board disciplinary page of their website in September 2021, is a historical record of individuals from Minnesota who have been disciplined by…

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Wisconsin Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update

Wisconsin Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update 150 150 Robert Rex, Esq.

Sanctioned Wisconsin Financial Planners The list below, taken from the CFP board disciplinary page of their website in September 2021, is a historical record of individuals from Wisconsin who have been disciplined by…

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California Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update

California Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update 150 150 Robert Rex, Esq.

Sanctioned California Financial Planners The list below, taken from the CFP board disciplinary page of their website in September 2021, is a historical record of individuals from California who have been disciplined by…

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Oklahoma Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update

Oklahoma Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update 150 150 Robert Rex, Esq.

Sanctioned Oklahoma Financial Planners The list below, taken from the CFP board disciplinary page of their website in September 2021, is a historical record of individuals from Oklahoma who have been disciplined by…

read more

Louisiana Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update

Louisiana Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update 150 150 Robert Rex, Esq.

Sanctioned Louisiana Financial Planners The list below, taken from the CFP board disciplinary page of their website in September 2021, is a historical record of individuals from Louisiana who have been disciplined by…

read more

Texas Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update

Texas Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update 150 150 Robert Rex, Esq.

Sanctioned Texas Financial Planners The list below, taken from the CFP board disciplinary page of their website in September 2021, is a historical record of individuals from Texas who have been disciplined…

read more

Arizona Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update

Arizona Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update 150 150 Robert Rex, Esq.

UPDATED SEPTEMBER 2021 According to their website, the “Certified Financial Planner (CFP) Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of…

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New Mexico Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update

New Mexico Financial Planners-Sanctioned by Certified Financial Planning Board-September 2021 Update 150 150 Robert Rex, Esq.

UPDATED SEPTEMBER 2021 According to their website, the “Certified Financial Planner (CFP) Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of…

read more

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