Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Dublin, OH
Every SEC-registered financial advisor at a firm office in Dublin who lists the Certified Financial Planner designation, A to Z.
103 CFP professionals work in Dublin; the most are at Everhart Advisors (12). 47 are also registered broker representatives.
CFP advisors in Dublin, A to Z
Every advisor in Dublin →- Clay J. AcerEverhart Advisors · Certified Financial Planner
- Mark D. AldridgeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Pei-Chin AndrewSummit Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shawn R. BallingerColumbus Street Wealth Management, LLC · Certified Financial Planner
- Mark D. BeaverKeeler & Nadler Family Wealth · Certified Financial Planner
- Edward S. BellConsolidated Financial · Certified Financial Planner, Chartered Financial Consultant
- Vance Q. BennettParallel Equity Advisors Ltd. · Certified Financial Planner
- Eric L. BiddleStratos Wealth Advisors LLC · Certified Financial Planner
- Matthew P. BonitoInspire Advisors, LLC · Certified Financial Planner
- Abigail C. BoyerEverhart Advisors · Certified Financial Planner
- Wendy S. BrinkerCharles Schwab & Co., Inc. · Certified Financial Planner
- Erik W. BrownEagle Strategies LLC · Certified Financial Planner
- Gregory R. BrunWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kelly D. BurkeLPL Financial LLC · Certified Financial Planner
- Timothy J. BurkettKeeler & Nadler Family Wealth · Certified Financial Planner
- Corey M. BurtonCapital Investors Advisory Corporation · Certified Financial Planner
- William K. BurtonCapital Investors Advisory Corporation · Certified Financial Planner
- Michael R. Caligiuri De JesusStratos Wealth Partners, Ltd. · Certified Financial Planner
- Anthony P. CampagniLPL Financial LLC · Certified Financial Planner
- Sara C. CanterburyMML Investors Services, LLC · Certified Financial Planner
- Frank E. Clegg IIICommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Andrew C. ClemensMorgan Stanley · Certified Financial Planner
- John J. ClickMeeder Asset Management, Inc. · Certified Financial Planner
- Joshua C. ColwillGolden Reserve Retirement, LLC · Certified Financial Planner
- Carson B. CookeEverhart Advisors · Certified Financial Planner
- Angela J. CosgraySequoia Financial Group, L.L.C. · Certified Financial Planner
- Joseph P. CrottyEagle Strategies LLC · Certified Financial Planner
- Matthew J. DanielColumbus Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Jason C. DaronWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Helen J. DavisLifemark Securities Corp. · Certified Financial Planner
- Brandon A. DeckertSequoia Financial Group, L.L.C. · Certified Financial Planner
- John R. DeitrickArd Advisory Services, LLC · Certified Financial Planner
- Basil M. Duncan IIILPL Financial LLC · Certified Financial Planner
- Gregory S. DupontAdvocate Wealth Solutions · Certified Financial Planner
- Taylor A. EnglandConsolidated Financial · Certified Financial Planner
- Clark A. EngleEverhart Advisors · Certified Financial Planner
- Richard S. EverhartEverhart Advisors · Certified Financial Planner
- Geoffrey A. FedurekMML Investors Services, LLC · Certified Financial Planner
- Douglas A. FellerRea Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Andrew W. FerraroFerraro Wealth Management, LLC · Certified Financial Planner
- Bart M. FisherParallel Equity Advisors Ltd. · Certified Financial Planner, Chartered Financial Consultant
- Mark A. FisselBeacon Hill Investment Advisory, LLC · Certified Financial Planner
- Kathleen FletcherWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Craig S. ForsbergLPL Financial LLC · Certified Financial Planner
- Jeffrey R. FosterRetirement Strategies, Ltd. · Certified Financial Planner
- Nathaniel GoldenRaymond James & Associates, Inc. · Certified Financial Planner
- Jason D. GoldsmithAmeriprise Financial Services, LLC · Certified Financial Planner
- Thomas K. HarringtonLPL Financial LLC · Certified Financial Planner
- Tad A. HerringtonPds Planning Inc. · Certified Financial Planner
- Randall S. HoaglandMorgan Stanley · Certified Financial Planner
- Maura HolowchakRaymond James & Associates, Inc. · Certified Financial Planner
- Jason J. HullRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jessica A. HultbergKeeler & Nadler Family Wealth · Certified Financial Planner
- Gregory R. JohnsonCompass Financial Group, Inc. · Certified Financial Planner
- Logan T. JonesEverhart Advisors · Certified Financial Planner
- Andrew P. KeelerKeeler & Nadler Family Wealth · Certified Financial Planner
- Wendy A. KeelerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael KlubnikKeeler & Nadler Family Wealth · Certified Financial Planner
- Jeffrey E. KorbiniWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. KovachLPL Financial LLC · Certified Financial Planner
- Benjamin KrajnakWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Bud LaveryCapstone Wealth Partners · Certified Financial Planner
- Steven E. LeclairLeclair Wealth Partners · Certified Financial Planner
- Andrew J. LehmanInspire Advisors, LLC · Certified Financial Planner
- Laurie A. LicataPds Planning Inc. · Certified Financial Planner
- James A. LindnerRetirement Strategies, Ltd. · Certified Financial Planner, Chartered Financial Consultant
- Cheryl L. LutmanSequoia Financial Group, L.L.C. · Certified Financial Planner
- Chad LybargerJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- John C. LynchLynch Financial Group · Certified Financial Planner, Chartered Financial Analyst
- John M. MancinottiEverhart Advisors · Certified Financial Planner
- Angelo Manzo Jr.Meeder Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Jacob P. MartinKeeler & Nadler Family Wealth · Certified Financial Planner
- Lauren MatthiessenLeclair Wealth Partners · Certified Financial Planner
- Thomas S. McElroyAmeriprise Financial Services, LLC · Certified Financial Planner
- Brett MeiringWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Joseph S. MessingerCapstone Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
- Brian T. MillsCetera Investment Advisers LLC · Certified Financial Planner
- Owen R. NorthEverhart Advisors · Certified Financial Planner
- Daniel P. O'ConnellBullrock Capital, LLC · Certified Financial Planner
- Matthew J. O'HaraEverhart Advisors · Certified Financial Planner
- Philip W. ParkerEverhart Advisors · Certified Financial Planner
- Sean PassmoreEdward Jones · Certified Financial Planner
- Jessica L. PenzaRaymond James & Associates, Inc. · Certified Financial Planner
- Andrew J. PfeifferEverhart Advisors · Certified Financial Planner
- Andrew M. PotoskyPds Planning Inc. · Certified Financial Planner
- Ryan C. PuckettMML Investors Services, LLC · Certified Financial Planner
- Chaffon D. RankinMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- James P. RiepenhoffMorgan Stanley · Certified Financial Planner
- Timothy RobertsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- James A. RogersPds Planning Inc. · Certified Financial Planner
- Abigail RoseKeeler & Nadler Family Wealth · Certified Financial Planner
- Max C. RosenthalEverhart Advisors · Certified Financial Planner
- Joseph C. SatiraGolden Reserve Retirement, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephanie S. SchankenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- William B. ShorthillBeacon Hill Investment Advisory, LLC · Certified Financial Planner
- Nicholas S. SmithSmith & Wyatt · Certified Financial Planner
- Jerry SnyderRetirement Strategies, Ltd. · Certified Financial Planner
- John C. StiltnerFifth Third Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert J. Swindaman IIICommonwealth Financial Network · Certified Financial Planner
- Nathan G. TawesT. Rowe Price Associates, Inc. · Certified Financial Planner
- John P. WilliamsSummit Financial, LLC · Certified Financial Planner
- Edward J. WrightGolden Reserve Retirement, LLC · Certified Financial Planner
- Anne K. ZavagliaBeacon Hill Investment Advisory, LLC · Certified Financial Planner
Firms with the most CFP professionals in Dublin
Everhart Advisors 12Wells Fargo Advisors Financial Network, LLC 8Keeler & Nadler Family Wealth 7LPL Financial LLC 6Morgan Stanley 4Pds Planning Inc. 4Raymond James & Associates, Inc. 4Beacon Hill Investment Advisory, LLC 3Golden Reserve Retirement, LLC 3MML Investors Services, LLC 3Retirement Strategies, Ltd. 3Sequoia Financial Group, L.L.C. 3Summit Financial, LLC 3Ameriprise Financial Services, LLC 2Capital Investors Advisory Corporation 2
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 401Columbus 271Cleveland 106Akron 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 Dublin, OH?
103 SEC-registered investment adviser representatives at firm offices in Dublin, Ohio list the CFP designation; Everhart Advisors employs the most of them (12).
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 Dublin?
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.