Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Hillsboro, OH
Every SEC-registered financial advisor at a firm office in Hillsboro who lists the Certified Financial Planner designation, A to Z.
3 CFP professionals work in Hillsboro; the most are at Arven Wealth Management LLC (1). 1 are also registered broker representatives.
CFP advisors in Hillsboro, A to Z
Every advisor in Hillsboro →- Blake A. BagshawArven Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard A. CarrollBell City Wealth, Inc. · Certified Financial Planner
- Sarah SmartCapital Analysts · Certified Financial Planner
Firms with the most CFP professionals in Hillsboro
Arven Wealth Management LLC 1Bell City Wealth, Inc. 1Capital Analysts 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 Hillsboro, OH?
3 SEC-registered investment adviser representatives at firm offices in Hillsboro, Ohio list the CFP designation; Arven Wealth Management LLC employs the most of them (1).
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 Hillsboro?
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.