Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Copley, OH
Every SEC-registered financial advisor at a firm office in Copley who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Copley; the most are at Signal Tree Financial Partners LLC (3). 2 are also registered broker representatives.
CFP advisors in Copley, A to Z
Every advisor in Copley →- Amanda K. BlankenshipSignal Tree Financial Partners LLC · Certified Financial Planner
- Daniel P. JohnsonForward Thinking Wealth Management · Certified Financial Planner
- Matthew KimberlyPlanmember Securities Corporation · Certified Financial Planner
- David J. Massare Jr.Signal Tree Financial Partners LLC · Certified Financial Planner
- Mark M. PetersonLPL Financial LLC · Certified Financial Planner
- Elizabeth P. ScheidererSignal Tree Financial Partners LLC · Certified Financial Planner
Firms with the most CFP professionals in Copley
Signal Tree Financial Partners LLC 3Forward Thinking Wealth Management 1LPL Financial LLC 1Planmember Securities Corporation 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 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14
Questions
How many CFP financial advisors are in Copley, OH?
6 SEC-registered investment adviser representatives at firm offices in Copley, Ohio list the CFP designation; Signal Tree Financial Partners LLC employs the most of them (3).
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 Copley?
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.