Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cincinnati, OH
Every SEC-registered financial advisor at a firm office in Cincinnati who lists the Certified Financial Planner designation, A to Z.
401 CFP professionals work in Cincinnati; the most are at Johnson Investment Counsel, Inc. (32). 162 are also registered broker representatives.
CFP advisors in Cincinnati, A to Z
Every advisor in Cincinnati →- Jonathan AdamsFifth Third Wealth Advisors LLC · Certified Financial Planner
- Carl A. AdkinsSummit Financial, LLC · Certified Financial Planner
- Matthew D. AlatorreStone Tower Wealth Advisors · Certified Financial Planner
- Mason P. AlexanderOsaic Wealth, Inc. · Certified Financial Planner
- Daniel J. AltenauHornor, Townsend & Kent, LLC · Certified Financial Planner
- Catherine M. AndersonMariner · Certified Financial Planner
- Gwendelyn S. AndressTruepoint, Inc. · Certified Financial Planner
- Tom AwadallaStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Shiri M. AyalonAmeriprise Financial Services, LLC · Certified Financial Planner
- Curtis T. BaileyQuiet Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Nathan M. BaileyOpus Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Michael W. Bain Jr.Mbia Capital Advisors · Certified Financial Planner
- Robert BakerJ.P. Morgan Securities LLC · Certified Financial Planner
- Aaron BalchBartlett & Co. Wealth Management LLC · Certified Financial Planner
- Scott M. BarbeeTruepoint, Inc. · Certified Financial Planner
- Myron T. BarkerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew A. BarnesUBS Financial Services Inc. · Certified Financial Planner
- Kevin J. BartoCoordinated Financial Planning Corp. · Certified Financial Planner
- Mark A. BatesWealthquest Corporation · Certified Financial Planner
- Zachary M. BauerTruepoint, Inc. · Certified Financial Planner
- Steven BaysStrategic Advisers LLC · Certified Financial Planner
- Matthew B. BeamerCoordinated Financial Planning Corp. · Certified Financial Planner
- Daniel BeckwithGateway Investment Advisers, LLC · Certified Financial Planner
- Timothy M. BegleyFormidable Asset Management, LLC · Certified Financial Planner
- Jason M. BeischelDaymark Wealth Partners, LLC · Certified Financial Planner
- David L. BeiswangerCetera Investment Advisers LLC · Certified Financial Planner
- John BishopStrategic Advisers LLC · Certified Financial Planner
- Brent T. BodenCorient · Certified Financial Planner, Chartered Financial Consultant
- David P. BodnarKellett Wealth Advisors, LLC · Certified Financial Planner
- Mark J. BodnarOctavia Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael C. BrennanMai Capital Management, LLC · Certified Financial Planner
- Fred A. BrinkJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Kate C. BrownFort Washington Investment Advisors Inc. · Certified Financial Planner
- Kathryn L. BrownsteinTruepoint, Inc. · Certified Financial Planner
- William R. BrunsMai Capital Management, LLC · Certified Financial Planner
- Matthew T. BuchheitOsaic Wealth, Inc. · Certified Financial Planner
- Thomas E. BuchheitOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Simon T. BuchmanJohnson Investment Counsel, Inc. · Certified Financial Planner
- Jenny A. BurnsWealthquest Corporation · Certified Financial Planner
- Daniel D. BussoneDean Financial Advisory, LLC. · Certified Financial Planner
- Jake E. ButcherHcm Wealth Advisors · Certified Financial Planner
- Matthew N. CalmeHcm Wealth Advisors · Certified Financial Planner
- Grace L. CappelliniRoot Financial Partners · Certified Financial Planner
- Christine L. CarletonTruepoint, Inc. · Certified Financial Planner
- Joseph CarloJohnson Investment Counsel, Inc. · Certified Financial Planner
- Matthew J. CarrollBahl & Gaynor LLC · Certified Financial Planner
- Jamie S. CaudillTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner
- Shawn C. ChadwellAmeritas Advisory Services, LLC · Certified Financial Planner
- Kevin A. ChapinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Samuel A. ChasnoffTruepoint, Inc. · Certified Financial Planner
- David A. ChristianJohnson Investment Counsel, Inc. · Certified Financial Planner
- Guy M. ClantonTruepoint, Inc. · Certified Financial Planner
- Daniel L. ClarkCharles Schwab & Co., Inc. · Certified Financial Planner
- Pamela D. ClarkGenerations Wealth, LLC · Certified Financial Planner
- Garrett L. CobbMariner · Certified Financial Planner
- Michael A. ComperchioEquitable Advisors, LLC · Certified Financial Planner
- Christopher G. CookMcCarley & Cook Financial Planners · Certified Financial Planner
- Thomas M. CooneyWealth Dimensions Group, Ltd. · Certified Financial Planner
- Virginia A. CopleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Kathryn CorcoranT. Rowe Price Associates, Inc. · Certified Financial Planner
- Catherine L. CrawfordBartlett & Co. Wealth Management LLC · Certified Financial Planner
- Cooper T. CrawfordJohnson Investment Counsel, Inc. · Certified Financial Planner
- Jeffrey A. CreekOneseven · Certified Financial Planner, Chartered Financial Analyst
- Stephen R. CroneProspera Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daniel L. CuprillMoney & Clarity · Certified Financial Planner
- Michael A. Curley Jr.The Mather Group, LLC · Certified Financial Planner
- Samuel C. CurranMariner · Certified Financial Planner
- Thomas A. CurtiWealth Dimensions Group, Ltd. · Certified Financial Planner
- Andrew J. DamcevskiAjd Wealth · Certified Financial Planner
- Wade K. DanielWealthquest Corporation · Certified Financial Planner
- Brandon T. DavidsonJohnson Investment Counsel, Inc. · Certified Financial Planner
- Laura A. DavittCommonwealth Financial Network · Certified Financial Planner
- Christopher J. DenicolaUBS Financial Services Inc. · Certified Financial Planner
- David S. DennerllJanney Montgomery Scott LLC · Certified Financial Planner
- Keith E. DershemBartlett & Co. Wealth Management LLC · Certified Financial Planner
- John B. DexterTrinity Wealth Management LLC · Certified Financial Planner
- Emily K. DiazFoster & Motley Inc. · Certified Financial Planner
- Logan DoaneStrategic Advisers LLC · Certified Financial Planner
- Benjamin A. DoblerFinancial Rounds · Certified Financial Planner
- Justin A. DornbachPca Investment Advisory Services, Inc. · Certified Financial Planner
- Timothy J. DoughertyMcF Advisors, LLC · Certified Financial Planner
- Keith J. DouglasFifth Third Securities, Inc. · Certified Financial Planner
- Shannon E. DowlingTruepoint, Inc. · Certified Financial Planner
- Christina M. DuffyUBS Financial Services Inc. · Certified Financial Planner
- Cassandra DunnStrategic Advisers LLC · Certified Financial Planner
- James M. DunphyDunphy Wealth Management, Inc. · Certified Financial Planner
- Michael J. DurkinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Charles R. EhrenfriedProsperity Capital Advisors · Certified Financial Planner, Chartered Financial Consultant
- Thomas C. EnderleLPL Financial LLC · Certified Financial Planner
- Donald R. EnnisJohnson Investment Counsel, Inc. · Certified Financial Planner
- Andrea L. ErnstJohnson Investment Counsel, Inc. · Certified Financial Planner
- Jacob M. FarwickJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Gregory P. FasigAspiriant, LLC · Certified Financial Planner
- Jeffrey A. FayU.S. Bancorp Advisors, LLC · Certified Financial Planner
- Clare J. Fazackerley1taxfinancial · Certified Financial Planner
- Robert F. FeatherWealth Dimensions Group, Ltd. · Certified Financial Planner, Chartered Financial Consultant
- Andrew J. Federico IIIFinancial Freedom · Certified Financial Planner, Chartered Financial Analyst
- Dennis C. FehlingerEdward Jones · Certified Financial Planner
- Richard A. FeinFein Advisors · Certified Financial Planner
- Charles F. FellowsSummit Financial, LLC · Certified Financial Planner
- Jay A. FinkeCommonwealth Financial Network · Certified Financial Planner
- Andrew S. FinlayKellett Wealth Advisors, LLC · Certified Financial Planner
- Jacob FlaspohlerOctavia Wealth Advisors LLC · Certified Financial Planner
- Luke B. FlemingArg Private Wealth, LLC · Certified Financial Planner
- Christopher M. FloresCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Samantha FlorioGearhart & Associates · Certified Financial Planner
- Joseph G. Ford Jr.Mariner · Certified Financial Planner
- Terrence P. FoyJohnson Investment Counsel, Inc. · Certified Financial Planner
- Steven L. FrankWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robin A. FreemanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Ryan A. FrommWells Fargo Clearing Services, LLC · Certified Financial Planner
- Leigh A. GageStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Brent M. GarganoNational Wealth Management Group, LLC · Certified Financial Planner
- Joshua C. GarlandShepherd Wealth Management · Certified Financial Planner
- Jeremy C. GatesFifth Third Securities, Inc. · Certified Financial Planner
- Kenton K. GearhartGearhart & Associates · Certified Financial Planner
- Timothy C. GehnerJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Michael J. GerbusStrategic Advisers LLC · Certified Financial Planner
- Hunter GillespieRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kristina C. GilleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Casey M. GilliganMariner · Certified Financial Planner
- Elizabeth M. GirbertNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- John T. GislasonOpus Capital Management · Certified Financial Planner
- Jared L. GormanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Ryan M. GormanThe Mather Group, LLC · Certified Financial Planner
- Nathaniel P. GreenFoster & Motley Inc. · Certified Financial Planner
- Matthew E. GriffinFifth Third Securities, Inc. · Certified Financial Planner
- Molly GrimmLPL Financial LLC · Certified Financial Planner
- Nicholas GromanLPL Financial LLC · Certified Financial Planner
- Robert J. GrossheimFamily Wealth Advisory Group, LLC · Certified Financial Planner
- Christopher A. GuyBahl & Gaynor LLC · Certified Financial Planner
- Jason HaboushStrategic Advisers LLC · Certified Financial Planner
- Joseph C. HackMai Capital Management, LLC · Certified Financial Planner
- George A. HaddadMorgan Stanley · Certified Financial Planner
- Richard J. HaeufleAmeriprise Financial Services, LLC · Certified Financial Planner
- Thomas W. HagedornMagnate Advisory Services, LLC · Certified Financial Planner
- Lucas P. HailFoster & Motley Inc. · Certified Financial Planner
- Keith R. HambergSavvy · Certified Financial Planner
- Ross J. Hambleton Jr.Rockefeller Financial LLC · Certified Financial Planner
- Megan K. HammannWealthquest Corporation · Certified Financial Planner
- Christopher H. HansenFinancial Rounds · Certified Financial Planner
- Robert W. HansenFinancial Rounds · Certified Financial Planner
- Donald W. W. HardenUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- William B. Hardigg IIIHoran Wealth, LLC · Certified Financial Planner
- Tyler W. HardtkeCharles Schwab & Co., Inc. · Certified Financial Planner
- Chase J. HarknessJanney Montgomery Scott LLC · Certified Financial Planner
- Andrew D. HarmonSavvy · Certified Financial Planner
- Blair HarringtonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Derek G. HassenpflugWorld Investment Advisors, LLC · Certified Financial Planner
- Connor W. HawkinsPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew E. HeitmanNational Wealth Management Group, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Raymond Heizer, Jr.Valmark Advisers, Inc. · Certified Financial Planner
- Matthew A. HeldCommonwealth Financial Network · Certified Financial Planner
- August S. HemmerichTruepoint, Inc. · Certified Financial Planner
- Joseph A. HendersonJohnson Investment Counsel, Inc. · Certified Financial Planner
- Marc E. HennHarvest Financial Advisors, LLC · Certified Financial Planner
- David B. HenningFormidable Asset Management, LLC · Certified Financial Planner
- Jill L. HensonJourney Advisory Group, LLC · Certified Financial Planner
- Michael L. HermesHoran Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Tyler J. HezlepTruepoint, Inc. · Certified Financial Planner
- Sandra F. HimmelsbachJohnson Investment Counsel, Inc. · Certified Financial Planner
- Carol A. HoffmanThe Mather Group, LLC · Certified Financial Planner
- Gary E. HollanderIndependent Financial Partners · Certified Financial Planner
- David K. HolwadelHeritage Wealth Advisors · Certified Financial Planner
- Zachary T. HornFoster & Motley Inc. · Certified Financial Planner
- Steven J. HrubyAllworth Financial, L.P. · Certified Financial Planner
- Ana Lucia HuffJohnson Investment Counsel, Inc. · Certified Financial Planner
- Bethany B. HuffmanHuffman Wealth Management · Certified Financial Planner
- Colin J. HurstAlphastar Capital Management · Certified Financial Planner
- Ethan T. JacksonMariner · Certified Financial Planner
- Mark A. JanszenPca Investment Advisory Services, Inc. · Certified Financial Planner
- Thomas JaraczAmeritas Advisory Services, LLC · Certified Financial Planner
- Grant JenningsStrategic Advisers LLC · Certified Financial Planner
- Dean R. JohnsLPL Financial LLC · Certified Financial Planner
- Barbara M. JohnsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Angela N. JonesOnedigital · Certified Financial Planner
- Bryan B. JordanGearhart & Associates · Certified Financial Planner
- John R. KahleWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Nolan D. KamererMariner · Certified Financial Planner
- Timothy KampRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Danya M. KarramBrilliant Advice, LLC · Certified Financial Planner
- Brendan C. KeatingTruepoint, Inc. · Certified Financial Planner
- Brian A. KellettKellett Wealth Advisors, LLC · Certified Financial Planner
- Theodore M. Kelly Sr.Kelly Financial Planning, LLC · Certified Financial Planner
- W. D. KernWealthquest Corporation · Certified Financial Planner
- Christopher F. KileyStratos Wealth Advisors LLC · Certified Financial Planner
- Daniel C. KileyStratos Wealth Advisors LLC · Certified Financial Planner
- Robert D. KleinRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Michael J. KleinfelderKleinfelder Capital, Inc. · Certified Financial Planner
- Erin D. KnodelPark Avenue Securities LLC · Certified Financial Planner
- Allison E. KoenigFoster & Motley Inc. · Certified Financial Planner
- Timothy J. KoesterPhase Line Financial · Certified Financial Planner
- Charles R. KorgerOctavia Wealth Advisors LLC · Certified Financial Planner
- Brian J. KrogerStrategic Advisers LLC · Certified Financial Planner
- Andrew M. KuciaJohnson Investment Counsel, Inc. · Certified Financial Planner
- Jacquelin M. KunkelUBS Financial Services Inc. · Certified Financial Planner
- Nathan W. KunkelSavvy · Certified Financial Planner
- Anthony C. KureJohnson Investment Counsel, Inc. · Certified Financial Planner
- Thomas J. LalleyMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel T. LarsonWealthquest Corporation · Certified Financial Planner
- Corey J. LehanMariner · Certified Financial Planner
- Jarett T. LevitskyJohnson Investment Counsel, Inc. · Certified Financial Planner
- Thomas E. LieserStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Braden S. LieunghTruepoint, Inc. · Certified Financial Planner
- Adam S. LiptonTruepoint, Inc. · Certified Financial Planner
- Michael A. LivingstonFountain Square Asset Management · Certified Financial Planner
- Douglas P. LoftusWealth Dimensions Group, Ltd. · Certified Financial Planner
- Zachary C. LoseyFoster & Motley Inc. · Certified Financial Planner
- Clinton R. LouisoLPL Financial LLC · Certified Financial Planner
- Anthony R. LuckhardtFoster & Motley Inc. · Certified Financial Planner
- Todd D. LyonMcF Advisors, LLC · Certified Financial Planner
- Megan LyonsFoster & Motley Inc. · Certified Financial Planner
- Rex E. MackDaymark Wealth Partners, LLC · Certified Financial Planner
- John J. Maddrill IVCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Ronald L. MahorneyCincinnati Wealth Management, Inc. · Certified Financial Planner
- Matthew T. MalafaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Carey M. MarkoeMai Capital Management, LLC · Certified Financial Planner
- Casey MarshUBS Financial Services Inc. · Certified Financial Planner
- Lisa M. MartinUBS Financial Services Inc. · Certified Financial Planner
- Darrell E. MastersCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Samuel A. MathisJanney Montgomery Scott LLC · Certified Financial Planner
- Nathaniel L. MaxsonTruepoint, Inc. · Certified Financial Planner
- Darrin R. McAninchOsaic Wealth, Inc. · Certified Financial Planner
- Robin S. McConnRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Jonathan M. McEvoyJohnson Investment Counsel, Inc. · Certified Financial Planner
- William L. McGarrie IIIBahl & Gaynor LLC · Certified Financial Planner
- Dana P. McGrathOctavia Wealth Advisors LLC · Certified Financial Planner
- James B. McGrathMariner · Certified Financial Planner, Chartered Financial Analyst
- Kyle M. McLaughlinRBC Capital Markets, LLC · Certified Financial Planner, Chartered Financial Consultant
- Melinda McLaughlin-HinamanMariner · Certified Financial Planner
- Brian P. MerrickWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ozgur MertCharles Schwab & Co., Inc. · Certified Financial Planner
- John P. MeyerMeyer Capital Management LLC. · Certified Financial Planner
- Maxim I. MeyersOctavia Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory A. MiddendorfHcm Wealth Advisors · Certified Financial Planner
- Andrew J. MikovchStratos Wealth Advisors LLC · Certified Financial Planner
- Sharon E. MillerFinancial Rounds · Certified Financial Planner
- Mary H. MillitzerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Renee MilyioriJ.P. Morgan Securities LLC · Certified Financial Planner
- Richard B. MirrieleesUBS Financial Services Inc. · Certified Financial Planner
- Maxwell MischkulnigWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher A. MolerJanney Montgomery Scott LLC · Certified Financial Planner
- Brad I. MorganSavvy · Certified Financial Planner
- Adam D. MortonConstellation Wealth Advisors · Certified Financial Planner
- Matthew D. MullinsPca Investment Advisory Services, Inc. · Certified Financial Planner
- Jeffrey T. MumperAmeriprise Financial Services, LLC · Certified Financial Planner
- Ryan K. MurrayCorient · Certified Financial Planner
- Ryan E. MurrayArgentarii, LLC · Certified Financial Planner
- Joel A. MusserCwm, LLC · Certified Financial Planner
- Molly E. MyersLPL Financial LLC · Certified Financial Planner
- David J. NaberLPL Financial LLC · Certified Financial Planner
- Jason M. NelsonLPL Financial LLC · Certified Financial Planner
- Nathan D. NicholsJohnson Investment Counsel, Inc. · Certified Financial Planner
- Francis J. NiehausCommonwealth Financial Network · Certified Financial Planner
- David J. NienaberFoster & Motley Inc. · Certified Financial Planner
- Lauren M. NiestradtTruepoint, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Paul J. Nikolai IIAspiriant, LLC · Certified Financial Planner
- Luke R. NordmanWealthquest Corporation · Certified Financial Planner
- James C. OligerWealthquest Corporation · Certified Financial Planner
- James M. OrtmanJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- James B. OsborneStrategic Advisers LLC · Certified Financial Planner
- Allen A. Osgood Jr.Financial Freedom · Certified Financial Planner
- Suzanna M. OtteStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Nicholas A. OttoMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Susan E. PackPomeroy Financial Planning, LLC. · Certified Financial Planner, Personal Financial Specialist
- Brian T. ParkerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Frank C. Parker IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nathaniel R. ParkhouseStrategic Advisers LLC · Certified Financial Planner
- Benjamyn J. PatrickTruepoint, Inc. · Certified Financial Planner
- Joseph A. PattersonFoster & Motley Inc. · Certified Financial Planner
- Nicolas A. PaxsonConstellation Wealth Advisors · Certified Financial Planner
- Jonathan E. PeirsonLPL Financial LLC · Certified Financial Planner
- Joseph T. PerinCoordinated Financial Planning Corp. · Certified Financial Planner
- Amanda R. PerkinsCharles Schwab & Co., Inc. · Certified Financial Planner
- Andrew J. PeterCharles Schwab & Co., Inc. · Certified Financial Planner
- Scott C. PetranekCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Anna K. PfaehlerConstellation Wealth Advisors · Certified Financial Planner
- Zachary J. PiersonJohnson Investment Counsel, Inc. · Certified Financial Planner
- Brandon PlumbJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Michael W. PopilOsaic Wealth, Inc. · Certified Financial Planner
- Michael P. PreblesJohnson Investment Counsel, Inc. · Certified Financial Planner
- Blake M. PriceTruepoint, Inc. · Certified Financial Planner
- Seth R. PriestlePca Investment Advisory Services, Inc. · Certified Financial Planner
- Keith E. PrinceHoran Wealth, LLC · Certified Financial Planner
- Garrett J. PringleUBS Financial Services Inc. · Certified Financial Planner
- Jensen C. QuinnRaymond James & Associates, Inc. · Certified Financial Planner
- Joseph K. RadiganJohnson Investment Counsel, Inc. · Certified Financial Planner
- Jason L. RamageValmark Advisers, Inc. · Certified Financial Planner
- Bradley N. RaymoreCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Lia V. ReeceJohnson Investment Counsel, Inc. · Certified Financial Planner
- Thomas E. ReitzesHoran Wealth, LLC · Certified Financial Planner
- Michael P. RichterMariner · Certified Financial Planner
- Jacob M. RiegerVaultis Private Wealth Ltd. · Certified Financial Planner
- Alexander K. RinehartUBS Financial Services Inc. · Certified Financial Planner
- Michael RineyWealthquest Corporation · Certified Financial Planner
- John K. RitterBluespring Wealth Management, LLC · Certified Financial Planner
- Ryan F. RobertshawRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jeffrey T. RoddMML Investors Services, LLC · Certified Financial Planner
- David R. RodrigoRaymond James & Associates, Inc. · Certified Financial Planner
- Gary L. RoellSpc · Certified Financial Planner
- Michael S. RolfesUBS Financial Services Inc. · Certified Financial Planner
- Cheryl N. RoseConstellation Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Emily B. RoseConstellation Wealth Advisors · Certified Financial Planner
- Eric S. RossF2 Wealth · Certified Financial Planner
- Edward G. Rountree Jr.Corient · Certified Financial Planner, Chartered Financial Analyst
- Justin T. RowdenJohnson Investment Counsel, Inc. · Certified Financial Planner
- Steven L. RoweDaymark Wealth Partners, LLC · Certified Financial Planner
- Christopher S. RueveMorgan Stanley · Certified Financial Planner
- Ben P. RussellFifth Third Securities, Inc. · Certified Financial Planner
- Marcus A. SaskinValmark Advisers, Inc. · Certified Financial Planner
- Sonya R. SaskinValmark Advisers, Inc. · Certified Financial Planner
- Patrick S. ScarboroughMcF Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- John R. SchableinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Christopher D. SchalkAmeriprise Financial Services, LLC · Certified Financial Planner
- Vicki K. SchappTransamerica Financial Advisors, LLC · Certified Financial Planner
- Adrian M. Schau1919 Investment Counsel, LLC · Certified Financial Planner
- Alan T. SchauerCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael J. SchelleCloudsplitter Financial Planning, LLC · Certified Financial Planner
- Thomas J. Schiller Jr.Wealth Dimensions Group, Ltd. · Certified Financial Planner
- Austin W. SchreckCerity Partners LLC · Certified Financial Planner
- Brad P. SchuelerFiduciary Wealth Group, LLC · Certified Financial Planner
- Elise C. SchulokMariner · Certified Financial Planner
- Leah C. SchulteWaverly Advisors, LLC · Certified Financial Planner
- Neal SchulteWaverly Advisors, LLC · Certified Financial Planner
- Nicholas N. SchulteWaverly Advisors, LLC · Certified Financial Planner
- Jon W. ScottUBS Financial Services Inc. · Certified Financial Planner
- Philip E. SeibertJulius Arthur Seibert & Company, LLC · Certified Financial Planner
- Steven P. SeidlFifth Third Securities, Inc. · Certified Financial Planner
- Tyler SeidlFifth Third Securities, Inc. · Certified Financial Planner
- Justin E. SeitzPca Investment Advisory Services, Inc. · Certified Financial Planner
- Ryan C. SellarsOctavia Wealth Advisors LLC · Certified Financial Planner
- Justin A. SetzekornOctavia Wealth Advisors LLC · Certified Financial Planner
- Erik E. ShifflettWells Fargo Clearing Services, LLC · Certified Financial Planner
- Deanna V. SickingTruepoint, Inc. · Certified Financial Planner
- Benjamin A. SiefringFormidable Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua M. SilliesFort Washington Investment Advisors Inc. · Certified Financial Planner
- Amanda J. SimmonsMariner · Certified Financial Planner
- Shawn E. SimmonsUBS Financial Services Inc. · Certified Financial Planner
- Wesley J. SimpsonFifth Third Securities, Inc. · Certified Financial Planner
- Sarah SmartLincoln Investment · Certified Financial Planner
- Michael T. SmedleyEmpower Advisory Group, LLC · Certified Financial Planner
- Erik C. SmithWealth Dimensions Group, Ltd. · Certified Financial Planner
- Ellie D. SnyderCerity Partners LLC · Certified Financial Planner
- Daniel E. SoudersSouders Financial Advisors, LLC · Certified Financial Planner
- Michael A. SoudersSouders Financial Advisors, LLC · Certified Financial Planner
- David M. SparksMariner · Certified Financial Planner
- Susan K. SparrMML Investors Services, LLC · Certified Financial Planner
- Heather J. SpencerTruepoint, Inc. · Certified Financial Planner
- Christopher L. SprenkleMorgan Stanley · Certified Financial Planner
- Paul J. StaadekerSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Michael G. StanisJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
- John D. StanovichCerity Partners LLC · Certified Financial Planner
- Todd A. SteinbrinkMcF Advisors, LLC · Certified Financial Planner
- Michelle C. StevensTruepoint, Inc. · Certified Financial Planner
- Sarah StewartCetera Investment Advisers LLC · Certified Financial Planner
- Susan StoneStrategic Advisers LLC · Certified Financial Planner
- Ashley A. SullivanFifth Third Securities, Inc. · Certified Financial Planner
- Mark B. SuttonAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew M. TaylorEarned Wealth Advisors, LLC · Certified Financial Planner
- Michael S. TaylorLPL Financial LLC · Certified Financial Planner
- Daniel N. Tewes Jr.Strategic Advisers LLC · Certified Financial Planner
- Kevin B. ThomasConstellation Wealth Advisors · Certified Financial Planner
- Jeffrey P. ThompsonHeritage Wealth Advisors · Certified Financial Planner
- Michael R. TimmJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ryan J. TottenCetera Investment Advisers LLC · Certified Financial Planner
- David F. TreftSouders Financial Advisors, LLC · Certified Financial Planner
- Irene Ay-Luen TsaiFoster & Motley Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Christopher A. TschiederJohnson Investment Counsel, Inc. · Certified Financial Planner
- Douglas C. TysonCerity Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Dominic VanderytFifth Third Securities, Inc. · Certified Financial Planner
- Michael E. VassarRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Ryan P. VoetOsaic Institutions, Inc. · Certified Financial Planner
- Emily H. VogeleTruepoint, Inc. · Certified Financial Planner
- Albert B. VonderheideOneseven · Certified Financial Planner
- Marc E. WagnerOctavia Wealth Advisors LLC · Certified Financial Planner
- Kevin J. WalshCommonwealth Financial Network · Certified Financial Planner
- Patrick J. WalshFocus Partners Wealth, LLC · Certified Financial Planner
- Ashlee D. WaltonOxford Financial Group, Ltd. · Certified Financial Planner
- Marc J. WambaughCwm, LLC · Certified Financial Planner
- Nicole C. WanekStrategic Advisers LLC · Certified Financial Planner
- Christopher R. WardEntrypoint Wealth Management · Certified Financial Planner
- Anthony WeaverThor Wealth Management Inc. · Certified Financial Planner
- Kevin WebbKestra Advisory Services, LLC · Certified Financial Planner
- Christina N. WeberBahl & Gaynor LLC · Certified Financial Planner
- Larry T. WeberAmeriprise Financial Services, LLC · Certified Financial Planner
- Jay C. WeislogelSummit Financial, LLC · Certified Financial Planner
- Alexander M. WertzJohnson Investment Counsel, Inc. · Certified Financial Planner
- Peter J. West IICharles Schwab & Co., Inc. · Certified Financial Planner
- John W. WillcoxMorgan Stanley · Certified Financial Planner
- Gary L. WilliamsUnited Advisor Group · Certified Financial Planner
- Seth R. WilloughbyMorgan Stanley · Certified Financial Planner
- James M. WinelandJohnson Investment Counsel, Inc. · Certified Financial Planner
- Timothy E. WittenbrookOxford Financial Group, Ltd. · Certified Financial Planner
- Christopher L. WoodCharles Schwab & Co., Inc. · Certified Financial Planner
- Craig J. WrightUnited Advisor Group · Certified Financial Planner, Chartered Financial Consultant
- Michael S. WyckoffJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Michael D. YannucciCommonwealth Financial Network · Certified Financial Planner
- David L. YeazellOctavia Wealth Advisors LLC · Certified Financial Planner
- Sara M. YoungNectarine · Certified Financial Planner
- Yan YuForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Matthew J. YungJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Cincinnati
Johnson Investment Counsel, Inc. 32Truepoint, Inc. 21Mariner 14Strategic Advisers LLC 13UBS Financial Services Inc. 13Foster & Motley Inc. 11Cambridge Investment Research Advisors, Inc. 10LPL Financial LLC 10Fifth Third Securities, Inc. 9Octavia Wealth Advisors LLC 9Wealthquest Corporation 9Wells Fargo Clearing Services, LLC 9Ameriprise Financial Services, LLC 7Charles Schwab & Co., Inc. 7Commonwealth Financial Network 6
CFP advisors in other Ohio cities
All of Ohio →Columbus 271Cleveland 106Dublin 103Akron 98Westlake 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 Cincinnati, OH?
401 SEC-registered investment adviser representatives at firm offices in Cincinnati, Ohio list the CFP designation; Johnson Investment Counsel, Inc. employs the most of them (32).
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 Cincinnati?
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.