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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Independence, OH

Every SEC-registered financial advisor at a firm office in Independence who lists the Certified Financial Planner designation, A to Z.

29 CFP professionals work in Independence; the most are at Fairway Wealth Management LLC (8). 12 are also registered broker representatives.

CFP advisors in Independence, A to Z

Every advisor in Independence →
  • David R. AbateStrategic Wealth Partners, Ltd. · Certified Financial Planner
  • Charles J. AvarelloFairway Wealth Management LLC · Certified Financial Planner
  • Thomas W. BehlkeBehlke Financial · Certified Financial Planner
  • Amy K. CummingsVoya Financial Advisors, Inc. · Certified Financial Planner
  • Sean R. DeasyValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Franco DilibertoFairway Wealth Management LLC · Certified Financial Planner
  • Richard R. EicheldingerStrategic Wealth Partners, Ltd. · Certified Financial Planner
  • James P. EismonCapital Analysts · Certified Financial Planner
  • Melissa J. EngbertCommonwealth Financial Network · Certified Financial Planner
  • Cole N. FrischmanStrategic Wealth Partners, Ltd. · Certified Financial Planner
  • Daniel R. GauglerFairway Wealth Management LLC · Certified Financial Planner, Personal Financial Specialist
  • Bryan D. GlancySpinnaker Financial Group, LLC · Certified Financial Planner
  • James C. HyndW&S Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jacob P. KarnowEdward Jones · Certified Financial Planner
  • Kristen A. KuzmaFairway Wealth Management LLC · Certified Financial Planner
  • David R. LapumaGatepass Capital, LLC · Certified Financial Planner
  • Christopher T. MartinFairway Wealth Management LLC · Certified Financial Planner
  • Brian T. MillerLPL Financial LLC · Certified Financial Planner
  • Walter E. MooreAppaloosa Wealth Management LLC · Certified Financial Planner
  • James D. MusengoValic Financial Advisors, Inc. · Certified Financial Planner
  • Paula S. PeckPeck & Associates, LLC · Certified Financial Planner
  • Joseph QueryIndependence Wealth Advisors, LLC · Certified Financial Planner
  • Robert K. RossAmeriprise Financial Services, LLC · Certified Financial Planner
  • Rebecca J. RuvoloVoya Financial Advisors, Inc. · Certified Financial Planner
  • Richard T. SchulzRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Daniel S. ShomperFairway Wealth Management LLC · Certified Financial Planner
  • Mark M. TepperStrategic Wealth Partners, Ltd. · Certified Financial Planner
  • Brian M. TullioFairway Wealth Management LLC · Certified Financial Planner
  • Mark S. WeiskindFairway Wealth Management LLC · Certified Financial Planner, Personal Financial Specialist

Firms with the most CFP professionals in Independence

Fairway Wealth Management LLC 8Strategic Wealth Partners, Ltd. 4Valic Financial Advisors, Inc. 2Voya Financial Advisors, Inc. 2Ameriprise Financial Services, LLC 1Appaloosa Wealth Management LLC 1Behlke Financial 1Capital Analysts 1Commonwealth Financial Network 1Edward Jones 1Gatepass Capital, LLC 1Independence Wealth Advisors, LLC 1LPL Financial LLC 1Peck & Associates, LLC 1Raymond James Financial Services Advisors, Inc. 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Westerville 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 Independence, OH?

29 SEC-registered investment adviser representatives at firm offices in Independence, Ohio list the CFP designation; Fairway Wealth Management LLC employs the most of them (8).

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 Independence?

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.