Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Columbus, OH
Every SEC-registered financial advisor at a firm office in Columbus who lists the Certified Financial Planner designation, A to Z.
271 CFP professionals work in Columbus; the most are at Hamilton Capital (33). 121 are also registered broker representatives.
CFP advisors in Columbus, A to Z
Every advisor in Columbus →- Andrew E. AdamsNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Aaron B. AdkinsHamilton Capital · Certified Financial Planner, Chartered Financial Consultant
- Thresa R. AlexanderAlexander Financial Planning, Inc. · Certified Financial Planner
- Matthew P. AndersonSummit Financial, LLC · Certified Financial Planner
- Summer R. AndersonSummit Financial Strategies Inc. · Certified Financial Planner
- John D. ArcherNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicholas J. ArenaLPL Financial LLC · Certified Financial Planner
- Aaron T. ArmstrongCorient · Certified Financial Planner, Chartered Financial Analyst
- Maureen E. ArmstrongAntolino Wealth Advisors · Certified Financial Planner
- Lior L. AssaNationwide Investment Advisors, LLC · Certified Financial Planner
- Terrie F. AustinMilestone Wealth Strategies · Certified Financial Planner
- Emmett R. BahnsonHamilton Capital · Certified Financial Planner
- Robert W. BaileyThe Sherrington Group · Certified Financial Planner
- Stephanie D. BaileyNorthavenue LLC · Certified Financial Planner
- Charles H. BallouRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael C. BallouRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christopher S. BartkowskiSummit Financial Strategies Inc. · Certified Financial Planner, Chartered Financial Analyst
- Allison M. BasileStrategic Advisers LLC · Certified Financial Planner
- Thomas R. BatesCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph H. BaumannCambridge Financial And Tax Advisors, LLC. · Certified Financial Planner
- Savannah K. BellamyNationwide Investment Advisors, LLC · Certified Financial Planner
- Nick J. BeresLPL Financial LLC · Certified Financial Planner
- Geoffrey R. BiehnTrinity Financial Advisors LLC · Certified Financial Planner
- Evan M. BiggsSchneider Downs Wealth Management Advisors, LP · Certified Financial Planner
- Colin B. BishopFruitful · Certified Financial Planner
- Reece A. BoganHamilton Capital · Certified Financial Planner
- Rachel E. BolenNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Benjamin J. BorkoskyHamilton Capital · Certified Financial Planner
- Nicholas R. BowdenAntolino Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Amber F. BraatzAntolino Wealth Advisors · Certified Financial Planner
- Eric C. BrehmHamilton Capital · Certified Financial Planner
- Christopher BrewsterGgm Financial LLC · Certified Financial Planner
- Christopher N. BrieNationwide Investment Advisors, LLC · Certified Financial Planner
- David C. BrinkmanSchneider Downs Wealth Management Advisors, LP · Certified Financial Planner, Chartered Financial Analyst
- Maeling M. BrunsStrategic Advisers LLC · Certified Financial Planner
- Dennis L. BurgessSws Advisors, Inc. · Certified Financial Planner
- Matthew D. CalhounSignature Equity Partners, LLC · Certified Financial Planner
- Linda D. CampbellEdelman Financial Engines · Certified Financial Planner
- Krista A. CavalieriStrategic Advisers LLC · Certified Financial Planner
- Steven A. CavalieriSummit Financial Strategies Inc. · Certified Financial Planner, Chartered Financial Analyst
- Richard C. CawEp Wealth Advisors · Certified Financial Planner
- John R. ChambersHamilton Capital · Certified Financial Planner
- Joseph A. Chornyak Sr.Apollon Wealth Management, LLC · Certified Financial Planner
- Jeanna ClarkNationwide Investment Advisors, LLC · Certified Financial Planner
- Mark S. CoffeySummit Financial Strategies Inc. · Certified Financial Planner
- Kate A. CoghillSummit Financial Strategies Inc. · Certified Financial Planner
- Matthew T. CollinsGgm Financial LLC · Certified Financial Planner
- Sara C. ColtonAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew D. ConleyJ.P. Morgan Securities LLC · Certified Financial Planner
- Brianne L. CronenwettHamilton Capital · Certified Financial Planner
- Jeffrey M. DanzigerEdward Jones · Certified Financial Planner
- John A. DavidsonKyleshill Financial Planning · Certified Financial Planner
- Griffin M. DaviesHamilton Capital · Certified Financial Planner
- James M. DavisPartnership Financial, LLC · Certified Financial Planner
- Terry E. Davis Jr.Gryphon Financial Partners · Certified Financial Planner
- Nicholas T. DisalleVoya Financial Advisors, Inc. · Certified Financial Planner
- Michael G. DisalvoThe Wealth Advantage Group, Inc. · Certified Financial Planner
- Daniel L. DueCorient · Certified Financial Planner
- Eric S. EbertsKeidan Financial Consultants LLC · Certified Financial Planner, Chartered Financial Analyst
- Adam J. EdwardsPeb Capital Management LLC · Certified Financial Planner
- Rance EdwardsNationwide Investment Advisors, LLC · Certified Financial Planner
- Scott W. EicharGbq Wealth Advisory, LLC · Certified Financial Planner
- Devin EricksonJ.P. Morgan Securities LLC · Certified Financial Planner
- Scott A. ErvinAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Aruna EttiahThe Huntington Investment Company · Certified Financial Planner, Chartered Financial Analyst
- Robert A. EvistonNationwide Investment Advisors, LLC · Certified Financial Planner
- Douglas A. EwingNationwide Investment Advisors, LLC · Certified Financial Planner
- Michael P. FaietaHamilton Capital · Certified Financial Planner
- Jason E. FarrisWaller Financial Planning Group, Inc. · Certified Financial Planner
- Susan J. FinefrockOsaic Wealth, Inc. · Certified Financial Planner
- Douglas W. FinleyAntolino Wealth Advisors · Certified Financial Planner
- Patrick J. FinneranThe Joseph Group Capital Management · Certified Financial Planner
- Nicholas S. FisherHamilton Capital · Certified Financial Planner
- Hannah F. FitzpatrickSummit Financial Strategies Inc. · Certified Financial Planner
- Grace R. FlesherCorient · Certified Financial Planner
- Benjamin M. FoorFrazier Financial Advisors, LLC · Certified Financial Planner
- Seth D. FreemanNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Chandler E. Fugate-LausMoneyfluent · Certified Financial Planner
- Joshua A. GalloglyMilestones Financial · Certified Financial Planner
- Erica L. GardnerEdward Jones · Certified Financial Planner
- Stephen GarrettAmeriprise Financial Services, LLC · Certified Financial Planner
- Dylan T. GaverAvior Wealth Management, LLC · Certified Financial Planner
- Ian A. GedminasEdelman Financial Engines · Certified Financial Planner
- Peter S. GeldisHamilton Capital · Certified Financial Planner
- Nicholas C. GeorgeClearmind Capital · Certified Financial Planner, Chartered Financial Consultant
- Carter E. GerlachWindsor Advisory Group, LLC · Certified Financial Planner
- Anthony GigliottiPinnacle Advisors · Certified Financial Planner
- Kathryn C. GlanzFocus Partners Wealth, LLC · Certified Financial Planner
- Jeffrey R. GomezG2 Capital Management, LLC · Certified Financial Planner
- Todd J. GournoCetera Investment Advisers LLC · Certified Financial Planner
- Aaron B. GreenGgm Financial LLC · Certified Financial Planner
- Paul A. Gydosh Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Spencer C. HagarJohn E. Sestina And Company · Certified Financial Planner
- Robert M. HamiltonHamilton Capital · Certified Financial Planner
- Robert B. HamiltonHamilton Capital · Certified Financial Planner
- Robert D. HamiltonPds Planning Inc. · Certified Financial Planner
- Robert Aaron C. HammackJohn E. Sestina And Company · Certified Financial Planner
- Philip S. Hammond Jr.Trendcalc Dynamics · Certified Financial Planner
- Bryan HansonJ.P. Morgan Securities LLC · Certified Financial Planner
- Kirstin L. HarkSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Daniel M. HarkinHamilton Capital · Certified Financial Planner
- Austen S. HarrisonSummit Financial Strategies Inc. · Certified Financial Planner
- Benjamin J. HartingsTrinity Financial Advisors LLC · Certified Financial Planner
- Kathleen M. HedgesHamilton Capital · Certified Financial Planner
- Derek HegartyUBS Financial Services Inc. · Certified Financial Planner
- Scott A. HeichelPinnacle Advisors · Certified Financial Planner, Chartered Financial Analyst
- Clinton A. HelmbrechtCetera Investment Advisers LLC · Certified Financial Planner
- Travis S. HendersonHamilton Capital · Certified Financial Planner
- Charles J. HendricksonThe Hendrickson Advisory Group, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Terrance P. Hennessy IIIGraver Capital Management, LLC · Certified Financial Planner
- Devon M. HenryMariner · Certified Financial Planner
- Christian M. HertlAntolino Wealth Advisors · Certified Financial Planner
- Jack S. HewittAntolino Wealth Advisors · Certified Financial Planner
- Madeline K. HobbsCorient · Certified Financial Planner
- Benjamin L. HoegerRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Ross W. HoewischerFifth Third Securities, Inc. · Certified Financial Planner
- Joseph H. HoffmanLandfall Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Logan D. HogrefeFrazier Financial Advisors, LLC · Certified Financial Planner
- Rachael C. HolmAmeriprise Financial Services, LLC · Certified Financial Planner
- Chad A. HooverStrategic Advisers LLC · Certified Financial Planner
- Brian T. HoutsFrazier Financial Advisors, LLC · Certified Financial Planner
- Bradley A. HuffmanFuture Finances Inc. · Certified Financial Planner
- Robert JamisonVawter Financial Ltd. · Certified Financial Planner
- Bryan P. JimmersonNationwide Investment Advisors, LLC · Certified Financial Planner
- Jacob A. JohnsHamilton Capital · Certified Financial Planner
- Jacqueline M. JordanHamilton Capital · Certified Financial Planner
- Righetti JosephNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicholas J. KarsatosCorient · Certified Financial Planner
- Benjamin W. KautzMercer Global Advisors Inc. · Certified Financial Planner
- Robert S. KeidanKeidan Financial Consultants LLC · Certified Financial Planner
- Amy B. KellyLPL Enterprise, LLC · Certified Financial Planner
- Courtney C. KennedyCreative Planning · Certified Financial Planner
- John KezerianCharles Schwab & Co., Inc. · Certified Financial Planner
- Scott R. KidwellCorient · Certified Financial Planner
- Katherine E. KincaidWaller Financial Planning Group, Inc. · Certified Financial Planner
- Jacob K. KipiKipi Financial Planning LLC · Certified Financial Planner
- Matthew J. KirbyHamilton Capital · Certified Financial Planner
- Robert M. KisslerNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jordan P. KnightJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Shivani KolluruHamilton Capital · Certified Financial Planner
- Adam D. KoosLibertas Wealth Management Group, Inc. · Certified Financial Planner
- Roman KorolchukSummit Financial Strategies Inc. · Certified Financial Planner
- Jon P. LaframboiseOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey R. LaguschGryphon Financial Partners · Certified Financial Planner
- Eric LaubFinance 180 · Certified Financial Planner
- Samuel T. LavielleSummit Financial Strategies Inc. · Certified Financial Planner
- Ryan A. LearyAsendo Wealth Advisory · Certified Financial Planner
- Theresa LechardThe Joseph Group Capital Management · Certified Financial Planner
- Christina F. LessardNationwide Investment Advisors, LLC · Certified Financial Planner
- William A. Leuby IIIHamilton Capital · Certified Financial Planner
- Jeffrey R. LoehnisHamilton Capital · Certified Financial Planner
- Joseph A. LotozoEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John B. LovedayAsendo Wealth Advisory · Certified Financial Planner
- Sean M. LuttrellG2 Capital Management, LLC · Certified Financial Planner
- Kurt W. LykinsAmeriprise Financial Services, LLC · Certified Financial Planner
- Samantha A. MacchiaSummit Financial Strategies Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brett M. MackHamilton Capital · Certified Financial Planner, Chartered Financial Consultant
- Meghan M. MaderAsendo Wealth Advisory · Certified Financial Planner
- Angela R. MallyPark Avenue Securities LLC · Certified Financial Planner
- Donald T. MarchesielloNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Max W. MartzHamilton Capital · Certified Financial Planner
- Jeffrey D. MatthewsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Austin R. MaukApollon Wealth Management, LLC · Certified Financial Planner
- Robert A. MaukApollon Wealth Management, LLC · Certified Financial Planner
- Simon H. MaynardJ.P. Morgan Securities LLC · Certified Financial Planner
- Peter J. McCarthyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Shawn P. McCoyAmeriprise Financial Services, LLC · Certified Financial Planner
- Sean M. McEvoyLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. McGerveyMariner · Certified Financial Planner
- John P. McHughCorient · Certified Financial Planner
- Michelle M. MerkelKestra Advisory Services, LLC · Certified Financial Planner
- Martin M. MeyersMeyers Wealth Management, LLC · Certified Financial Planner
- Brian W. MillerNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph R. MillerHamilton Capital · Certified Financial Planner
- Logan T. MillerHamilton Capital · Certified Financial Planner
- Brenda Millhouse-HuebnerJ.P. Morgan Securities LLC · Certified Financial Planner
- Katrina M. MooreVawter Financial Ltd. · Certified Financial Planner
- Kristen E. MoosmillerMercer Global Advisors Inc. · Certified Financial Planner
- Brooks M. MorganNationwide Investment Advisors, LLC · Certified Financial Planner
- Patrick M. MoriartyHamilton Capital · Certified Financial Planner
- Shane MorrisonJ.P. Morgan Securities LLC · Certified Financial Planner
- Benjamin W. MurraySummit Financial Strategies Inc. · Certified Financial Planner
- Austin J. NealFrazier Financial Advisors, LLC · Certified Financial Planner
- Randall A. NeisNationwide Investment Advisors, LLC · Certified Financial Planner
- Abby R. NolanMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Kevin O'CallahanStrategic Advisers LLC · Certified Financial Planner
- Grace G. O'MaraNationwide Investment Advisors, LLC · Certified Financial Planner
- John C. OhsnerHeximer Investment Management Inc. · Certified Financial Planner, Chartered Financial Analyst
- Christopher O. OlsgardWaller Financial Planning Group, Inc. · Certified Financial Planner
- Robert V. OstranderSws Advisors, Inc. · Certified Financial Planner
- Fabian T. PadamadanJ.P. Morgan Securities LLC · Certified Financial Planner
- Mythri PadivalAmeriprise Financial Services, LLC · Certified Financial Planner
- Sherri L. PanttajaNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shaun D. PattersonWorld Investment Advisors, LLC · Certified Financial Planner
- Benjamin K. PersonOsaic Wealth, Inc. · Certified Financial Planner
- Joe M. PinzoneEdward Jones · Certified Financial Planner
- Mikhail PoltyrevGgm Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Zach N. PowellAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Deborah E. PricePrice Planning, LLC · Certified Financial Planner
- Adam J. PusateriLPL Financial LLC · Certified Financial Planner
- Kyle RadabaughCorient · Certified Financial Planner
- Douglas M. RamseyMariner · Certified Financial Planner
- Alan B. RaySquare Peg Financial Advisory Services, LLC · Certified Financial Planner
- Joseph M. ReardonSummit Financial Strategies Inc. · Certified Financial Planner
- Scott E. Rendle Jr.Waller Financial Planning Group, Inc. · Certified Financial Planner
- James E. RiceCapital Asset Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Riley R. RindoMai Capital Management, LLC · Certified Financial Planner
- Matthew J. RingNationwide Investment Advisors, LLC · Certified Financial Planner
- Donald W. RiversWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jamie L. RizerCorient · Certified Financial Planner
- Alain E. RodriguezNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Erik D. RoemerGerber, LLC · Certified Financial Planner
- Stephen A. RogersLPL Financial LLC · Certified Financial Planner
- Christopher H. RohanPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Douglas RoseJ.P. Morgan Securities LLC · Certified Financial Planner
- Adria M. RosebrockHamilton Capital · Certified Financial Planner
- Adam RoslovicEdelman Financial Engines · Certified Financial Planner
- Michael RoushAmeriprise Financial Services, LLC · Certified Financial Planner
- Mareion A. RoysterHamilton Capital · Certified Financial Planner
- Karl B. RubinVoya Financial Advisors, Inc. · Certified Financial Planner
- Terry E. RumkerLPL Financial LLC · Certified Financial Planner
- Michael R. SchererSummit Financial Strategies Inc. · Certified Financial Planner
- Anna K. SchiffbauerHamilton Capital · Certified Financial Planner
- Tyler SchlaterKestra Advisory Services, LLC · Certified Financial Planner
- Christopher D. SchumacherAsendo Wealth Advisory · Certified Financial Planner
- John D. SchumanCorient · Certified Financial Planner
- Sarah SchwietermanPeak Retirement Planning, Inc. · Certified Financial Planner
- Tyler H. ScottNationwide Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joel J. SeckelValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Justin S. SeidenwandNationwide Investment Advisors, LLC · Certified Financial Planner
- Belinda J. ShermanAmeriprise Financial Services, LLC · Certified Financial Planner
- Isao L. ShojiAsendo Wealth Advisory · Certified Financial Planner
- Victor T. ShottFrazier Financial Advisors, LLC · Certified Financial Planner
- Peggy N. SlaughterSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Michael SlybyVoya Financial Advisors, Inc. · Certified Financial Planner
- Adam J. SmetzerSky Vision Wealth, LLC · Certified Financial Planner
- Michael W. SolikGryphon Financial Partners · Certified Financial Planner
- Allen W. SpainNationwide Investment Advisors, LLC · Certified Financial Planner
- Annalisa C. SporrongFrazier Financial Advisors, LLC · Certified Financial Planner
- James SpragueStrategic Advisers LLC · Certified Financial Planner
- Isaiah S. StidhamCorient · Certified Financial Planner
- Jeffrey E. SuchyCorient · Certified Financial Planner
- Brian T. SutliffSummit Financial Strategies Inc. · Certified Financial Planner, Chartered Financial Consultant
- Nathan M. SwabAlexander Financial Planning, Inc. · Certified Financial Planner
- Timothy W. SwainSummit Financial Strategies Inc. · Certified Financial Planner
- Brian M. SweeneyLPL Financial LLC · Certified Financial Planner
- Carrie A. ThompsonHamilton Capital · Certified Financial Planner
- Lubin-Chamie R. TownsendCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Lynn R. TramontanoEdward Jones · Certified Financial Planner
- Anthony J. TrocchioUBS Financial Services Inc. · Certified Financial Planner
- Wendy S. TroutSummit Financial Strategies Inc. · Certified Financial Planner
- Cameron UttleyJohn E. Sestina And Company · Certified Financial Planner
- Keegan E. VanmeterSummit Financial Strategies Inc. · Certified Financial Planner
- Kevin M. VannattaG2 Capital Management, LLC · Certified Financial Planner
- Gary L. VawterVawter Financial Ltd. · Certified Financial Planner, Chartered Financial Consultant
- Todd D. WalterThe Joseph Group Capital Management · Certified Financial Planner
- Charles WanCetera Investment Advisers LLC · Certified Financial Planner
- Kirk T. WeberNationwide Securities, LLC · Certified Financial Planner
- Brian D. WeibelEdward Jones · Certified Financial Planner
- William T. WeithmanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- William S. WhitakerVawter Financial Ltd. · Certified Financial Planner
- Joseph P. WhiteJohnson Investment Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Emily S. WilcherFrazier Financial Advisors, LLC · Certified Financial Planner
- Kelly S. WillmerMorgan Stanley · Certified Financial Planner
- Jordan C. WintrichHamilton Capital · Certified Financial Planner
- Erin L. WittmannHamilton Capital · Certified Financial Planner
- Thomas E. WrightCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Kevin W. WuebkerCorient · Certified Financial Planner
- Joshua M. YoungUBS Financial Services Inc. · Certified Financial Planner
- Joseph T. ZahoraJ.P. Morgan Securities LLC · Certified Financial Planner
- Edward A. ZimmerFifth Third Securities, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Columbus
Hamilton Capital 33Nationwide Investment Advisors, LLC 26Summit Financial Strategies Inc. 17Corient 13Ameriprise Financial Services, LLC 10J.P. Morgan Securities LLC 10Frazier Financial Advisors, LLC 7LPL Financial LLC 7Antolino Wealth Advisors 6Edward Jones 6Strategic Advisers LLC 6Asendo Wealth Advisory 5Cambridge Investment Research Advisors, Inc. 4Ggm Financial LLC 4Vawter Financial Ltd. 4
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 401Cleveland 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 Columbus, OH?
271 SEC-registered investment adviser representatives at firm offices in Columbus, Ohio list the CFP designation; Hamilton Capital employs the most of them (33).
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 Columbus?
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.