Stude Bloom Wealth Management Group
of Wells Fargo Advisors

Most people think all financial advisors are “certified,” but this isn’t true. Anyone can use the title “investment planner” or “financial advisor”. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing investment planning services, a CFP® professional is required to act in your best interest.

A CFP® professional must:

  1. Complete a comprehensive curriculum made up of courses on the investment planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
  2. Have worked in the industry for a number of years delivering services related to the aforementioned coursework.  
  3. Adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
  4. Pass a comprehensive exam that tests their abilities to apply financial knowledge to real-life situations.  
These items ensure a CFP® professional not only has practical financial knowledge but are highly qualified. To find out more about this and other industry designations, visit the CFP® professional website: www.cfp.net

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, FL, HI, IA, IL, KS, MA, MD, ME, MI, MO, MT, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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