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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cadiz, OH

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

The short answer

1 CFP advisor work in Cadiz; the most are at Ameriprise Financial Services, LLC (1). 1 are also registered broker representatives.

CFP advisors in Cadiz, A to Z

Every advisor in Cadiz →
  • Zachary T. SmithAmeriprise Financial Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Cadiz

Ameriprise Financial Services, LLC 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 406Columbus 269Cleveland 112Dublin 104Akron 99Westlake 62Dayton 41Beachwood 40Independence 31Toledo 31Maumee 30Westerville 30Mansfield 22Pepper Pike 20West Chester 20Canfield 16Canton 16Centerville 16Loveland 16Worthington 16Hudson 15Uniontown 15Beavercreek 14Mason 14

Questions

How many CFP financial advisors are in Cadiz, OH?

1 SEC-registered investment adviser representatives at firm offices in Cadiz, Ohio list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Cadiz?

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.