Financial Planner

Required State License(s):  

None  

However, if a planner is offering advice on investments. Contact the Department of Licensing and Regulatory Affairs, Office of Financial and Insurance Services; (517) 241-6350.  

Further Information:

Certification is available with the Institute of Certified Financial Planners, 3801 East Florida Avenue, Suite 708, Denver, Colorado 80210; telephone: (303) 759-4900.  

Revised: 4/2005