Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Dayton, OH
Every SEC-registered financial advisor at a firm office in Dayton who lists the Certified Financial Planner designation, A to Z.
41 CFP professionals work in Dayton; the most are at Waverly Advisors, LLC (7). 18 are also registered broker representatives.
CFP advisors in Dayton, A to Z
Every advisor in Dayton →- Shon P. AndersonAnderson Financial Strategies, LLC · Certified Financial Planner, Chartered Financial Analyst
- Cameron M. BernadskyFounders Financial Securities LLC · Certified Financial Planner
- Andrew R. BlumenstockRoot Financial Partners · Certified Financial Planner
- Jay A. BuckinghamWaverly Advisors, LLC · Certified Financial Planner
- Corey J. CallahanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Madeline R. CookAmeriprise Financial Services, LLC · Certified Financial Planner
- Gary H. CountrymanFifth Third Securities, Inc. · Certified Financial Planner
- Aaron D. CramerJessup Wealth Management · Certified Financial Planner
- Cory M. DavenportSound Financial Investment Management, LLC · Certified Financial Planner
- Jessica L. DavisTudor Financial, Inc. · Certified Financial Planner
- Ben H. FeldmeyerOneseven · Certified Financial Planner
- Bradley P. GriffithWaverly Advisors, LLC · Certified Financial Planner
- Michael O. HaysWaverly Advisors, LLC · Certified Financial Planner
- Max F. HeintzMfh Investments Inc. · Certified Financial Planner
- Robert E. HenrichParallel Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Paige R. HenryRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jason A. HillardEdward Jones · Certified Financial Planner
- Gary M. HurstAmeriprise Financial Services, LLC · Certified Financial Planner
- Ryan P. JohnsonWaverly Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert E. LampeRightwealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan W. LeeCaptrust · Certified Financial Planner
- Elizabeth H. LiEhmli Investment Advisors LLC · Certified Financial Planner
- Alisa L. LivesayAlc Investment Advisory Services, LLC · Certified Financial Planner
- Scott E. LundyEubel Brady & Suttman · Certified Financial Planner
- William J. MarkerBorland Marker · Certified Financial Planner, Chartered Financial Consultant
- John H. Marshall IVCaptrust · Certified Financial Planner
- Harlan V. MillerCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew V. MillerCetera Investment Advisers LLC · Certified Financial Planner
- Forest W. MosesOsaic Wealth, Inc. · Certified Financial Planner
- Logan D. MyersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jason A. PearsonCetera Investment Advisers LLC · Certified Financial Planner
- Matthew J. PeckAnderson Financial Strategies, LLC · Certified Financial Planner
- W. James SteenCetera Investment Advisers LLC · Certified Financial Planner
- Nicole T. StrbichWaverly Advisors, LLC · Certified Financial Planner
- Allison M. SzkodyGudorf Financial Group, LLC · Certified Financial Planner
- Christine P. TenbargeTudor Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Allen Z. ThumaWaverly Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Tracy E. TravisWaverly Advisors, LLC · Certified Financial Planner
- Curtis J. UhlenhakeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brian J. WalkerMonetary Solutions, Ltd. · Certified Financial Planner, Personal Financial Specialist
- Joshua H. WingerAe Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Dayton
Waverly Advisors, LLC 7Cetera Investment Advisers LLC 4Raymond James Financial Services Advisors, Inc. 3Ameriprise Financial Services, LLC 2Anderson Financial Strategies, LLC 2Captrust 2Tudor Financial, Inc. 2Ae Wealth Management, LLC 1Alc Investment Advisory Services, LLC 1Borland Marker 1Edward Jones 1Ehmli Investment Advisors LLC 1Eubel Brady & Suttman 1Fifth Third Securities, Inc. 1Founders Financial Securities LLC 1
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 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 Dayton, OH?
41 SEC-registered investment adviser representatives at firm offices in Dayton, Ohio list the CFP designation; Waverly Advisors, LLC employs the most of them (7).
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 Dayton?
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.