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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Akron, OH

Every SEC-registered financial advisor at a firm office in Akron who lists the Certified Financial Planner designation, A to Z.

98 CFP professionals work in Akron; the most are at Sequoia Financial Group, L.L.C. (52). 29 are also registered broker representatives.

CFP advisors in Akron, A to Z

Every advisor in Akron →

Firms with the most CFP professionals in Akron

Sequoia Financial Group, L.L.C. 52Valmark Advisers, Inc. 9Beacon Pointe Advisors, LLC 4True Wealth Design, LLC 4Cetera Investment Advisers LLC 3Dakota Wealth, LLC 3Stratos Wealth Partners, Ltd. 3Ameriprise Financial Services, LLC 2Raymond James Financial Services Advisors, Inc. 2Wells Fargo Advisors Financial Network, LLC 2Bullington Capital Management, LLC 1Chlebina Capital 1Concurrent Investment Advisors, LLC 1Egi Financial, Inc. 1Geneos Wealth Management, Inc. 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401Columbus 271Cleveland 106Dublin 103Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14

Questions

How many CFP financial advisors are in Akron, OH?

98 SEC-registered investment adviser representatives at firm offices in Akron, Ohio list the CFP designation; Sequoia Financial Group, L.L.C. employs the most of them (52).

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 Akron?

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.