Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Beavercreek, OH
Every SEC-registered financial advisor at a firm office in Beavercreek who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Beavercreek; the most are at Osaic Wealth, Inc. (5). 15 are also registered broker representatives.
CFP advisors in Beavercreek, A to Z
Every advisor in Beavercreek →- Kaleb BakerLPL Financial LLC · Certified Financial Planner
- Stuart C. BrazieWestminster Financial Advisory Corp. · Certified Financial Planner, Chartered Financial Consultant
- Michael A. CozadOsaic Wealth, Inc. · Certified Financial Planner
- Jessica L. DavisWestminster Financial Advisory Corp. · Certified Financial Planner
- Tonda L. DavisStrategic Advisers LLC · Certified Financial Planner
- Daniel E. GriffithOsaic Wealth, Inc. · Certified Financial Planner
- Jason M. HallmarkOsaic Wealth, Inc. · Certified Financial Planner
- Kailee N. HissOsaic Wealth, Inc. · Certified Financial Planner
- Brent JacksonG. A. Repple & Company · Certified Financial Planner
- Emily L. MooreStrategic Advisers LLC · Certified Financial Planner
- Timothy SchmaleEdward Jones · Certified Financial Planner
- Steven J. SipniewskiWestminster Financial Advisory Corp. · Certified Financial Planner
- David A. SmithOsaic Wealth, Inc. · Certified Financial Planner
- Christine P. TenbargeWestminster Financial Advisory Corp. · Certified Financial Planner, Chartered Financial Consultant
- Jane A. VesoulisStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Beavercreek
Osaic Wealth, Inc. 5Westminster Financial Advisory Corp. 4Strategic Advisers LLC 3Edward Jones 1G. A. Repple & Company 1LPL Financial LLC 1
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14
Questions
How many CFP financial advisors are in Beavercreek, OH?
15 SEC-registered investment adviser representatives at firm offices in Beavercreek, Ohio list the CFP designation; Osaic Wealth, Inc. employs the most of them (5).
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 Beavercreek?
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.