Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Covington, KY
Every SEC-registered financial advisor at a firm office in Covington who lists the Certified Financial Planner designation, A to Z.
33 CFP professionals work in Covington; the most are at Strategic Advisers LLC (17). 19 are also registered broker representatives.
CFP advisors in Covington, A to Z
Every advisor in Covington →- Lee E. BallingerStrategic Advisers LLC · Certified Financial Planner
- John BoseStrategic Advisers LLC · Certified Financial Planner
- Justin K. BrownLegacy Financial Advisors, Inc. · Certified Financial Planner
- Michael R. ButenStrategic Advisers LLC · Certified Financial Planner
- Brian D. CassinRaymond James & Associates, Inc. · Certified Financial Planner
- Thomas A. FrietchStrategic Advisers LLC · Certified Financial Planner
- Michelle A. FrommeyerCwm, LLC · Certified Financial Planner
- Kevin C. GalbraithStrategic Advisers LLC · Certified Financial Planner
- Jonathon HemmerStrategic Advisers LLC · Certified Financial Planner
- Benjamin A. HolthusStrategic Advisers LLC · Certified Financial Planner
- Kora JefferisRenaissance Investment Management · Certified Financial Planner
- Kristopher J. KellinghausMcF Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Simon T. LawsonStrategic Advisers LLC · Certified Financial Planner
- Adam P. LisowskyJourney Advisory Group, LLC · Certified Financial Planner
- Mariann P. McDermottM Holdings Securities, Inc. · Certified Financial Planner
- Michael J. McWhinnieLegacy Financial Advisors, Inc. · Certified Financial Planner
- Amber R. MelvinStrategic Advisers LLC · Certified Financial Planner
- Luke T. MerryPrincipled Wealth Advisors, LLC · Certified Financial Planner
- Patrick S. MillardStrategic Advisers LLC · Certified Financial Planner
- Meghan E. MullikinJourney Advisory Group, LLC · Certified Financial Planner
- James W. OwensJourney Advisory Group, LLC · Certified Financial Planner
- Casey J. PflumStrategic Advisers LLC · Certified Financial Planner
- Benjamin P. PioStrategic Advisers LLC · Certified Financial Planner
- Jereme S. RansickPrincipled Wealth Advisors, LLC · Certified Financial Planner
- Scott J. ReynoldsCwm, LLC · Certified Financial Planner
- Ronald C. RidingsMcF Advisors, LLC · Certified Financial Planner
- Andrew RoakeStrategic Advisers LLC · Certified Financial Planner
- Louis R. Roedersheimer Jr.M Holdings Securities, Inc. · Certified Financial Planner
- Caleb A. RossStrategic Advisers LLC · Certified Financial Planner
- Seth H. SanbornLegacy Financial Advisors, Inc. · Certified Financial Planner
- Gary C. Stout IIStrategic Advisers LLC · Certified Financial Planner
- Lyndsey M. TaylorStrategic Advisers LLC · Certified Financial Planner
- Eric F. WilfongStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Covington
Strategic Advisers LLC 17Journey Advisory Group, LLC 3Legacy Financial Advisors, Inc. 3Cwm, LLC 2M Holdings Securities, Inc. 2McF Advisors, LLC 2Principled Wealth Advisors, LLC 2Raymond James & Associates, Inc. 1Renaissance Investment Management 1
CFP advisors in other Kentucky cities
All of Kentucky →Louisville 171Lexington 97Bowling Green 18Paducah 17Owensboro 12Florence 8Elizabethtown 6Fort Mitchell 4Fort Wright 4Ft. Mitchell 4Madisonville 4Nicholasville 4Richmond 4Somerset 4Danville 3Edgewood 3Henderson 3Lawrenceburg 3Mt. Sterling 3Prospect 3Shelbyville 3Villa Hills 3
Questions
How many CFP financial advisors are in Covington, KY?
33 SEC-registered investment adviser representatives at firm offices in Covington, Kentucky list the CFP designation; Strategic Advisers LLC employs the most of them (17).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Covington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.