Skip to main content
In the News

Debunking Advisor Myths

By Nate Schelhaas March 31, 2024 LIFE&Health Advisor

When looking for an advisor, always ask about their credentials. Advisors with CFP® certification are required to satisfy minimum criteria for comprehensive financial planning education, possess a minimum of two years of professional experience, adhere to a strict code of ethics and be accountable not only to their employer but also to CFP Board.

Read more at LIFE&Health Advisor

LIFE&Health Advisor
Nate Schelhaas
March 31, 2024