CFP Professional Data

Data Fields Available

Every certified financial planners record includes verified contact information and regulatory data sourced from FINRA, SEC, and state regulatory databases.

• Identity: Full name, CRD number, firm name, firm CRD
• Registration: License type, registration status, regulatory body (SEC vs state)
• Credentials: CFP, CFA, ChFC, CIMA, AEP, and other professional designations
• Financials: AUM range (from SEC ADV filings), fee structure
• Contact: Verified email, direct phone, mailing address
• Compliance: Disclosure history, complaint records, regulatory actions

How We Source Certified Financial Planners Data

Financial planners holding the CFP credential from the Certified Financial Planner Board of Standards. Comprehensive planning, fiduciary duty in planning engagements.

We pull registration records from FINRA BrokerCheck and SEC IAPD, then enrich each record with verified contact information from multiple commercial and public sources. Every email is deliverability-tested. Every phone number is checked for connectivity. Inactive registrations are flagged or excluded.

Common Use Cases

Teams selling compliance technology, fintech platforms, insurance products, and advisory services use Fiducia certified financial planners data for targeted outreach. Custodians use it for RIA recruitment. Recruiting firms use it to source candidates. Asset managers use it to identify distribution partners.