Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fairlawn, OH
Every SEC-registered financial advisor at a firm office in Fairlawn who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Fairlawn; the most are at Valmark Advisers, Inc. (4). 9 are also registered broker representatives.
CFP advisors in Fairlawn, A to Z
Every advisor in Fairlawn →- Daniel A. BarylakStrategic Advisers LLC · Certified Financial Planner
- Gina A. BettiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Zachary R. CliftonStrategic Advisers LLC · Certified Financial Planner
- Eric D. CoffmanValmark Advisers, Inc. · Certified Financial Planner
- Anthony J. CorraValmark Advisers, Inc. · Certified Financial Planner
- Jonathan H. HoukValmark Advisers, Inc. · Certified Financial Planner
- Norman A. LindahlLindahl & Mansager Inc. · Certified Financial Planner
- Teresa R. LollCetera Investment Advisers LLC · Certified Financial Planner
- Douglas N. MansagerLindahl & Mansager Inc. · Certified Financial Planner
- James E. RedmondValmark Advisers, Inc. · Certified Financial Planner
- Marc J. ServodioCetera Investment Advisers LLC · Certified Financial Planner
- Jonathan D. TorrensTcm Wealth Advisors · Certified Financial Planner
- Janelle M. WoodsCookson Peirce Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Fairlawn
Valmark Advisers, Inc. 4Cetera Investment Advisers LLC 2Lindahl & Mansager Inc. 2Strategic Advisers LLC 2Cookson Peirce Wealth Management 1Edward Jones 1Tcm Wealth Advisors 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 Fairlawn, OH?
13 SEC-registered investment adviser representatives at firm offices in Fairlawn, Ohio list the CFP designation; Valmark Advisers, Inc. employs the most of them (4).
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 Fairlawn?
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.