Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lebanon, OH

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

12 CFP professionals work in Lebanon; the most are at Kapstone Financial Advisors LLC (2). 5 are also registered broker representatives.

CFP advisors in Lebanon, A to Z

Every advisor in Lebanon →

Robert W. BedinghausRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
David R. FrazierKapstone Financial Advisors LLC · Certified Financial Planner
Thomas B. HoldingOsaic Wealth, Inc. · Certified Financial Planner
Adam J. IretonEdward Jones · Certified Financial Planner
Todd A. KowalskiCreative Planning · Certified Financial Planner
David C. KronourKapstone Financial Advisors LLC · Certified Financial Planner
Peter B. MillerSummit Financial Advisors, Inc. · Certified Financial Planner
Roger L. MillerSummit Financial Advisors, Inc. · Certified Financial Planner
Nathan E. SorumLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
Phillip SorumLPL Financial LLC · Certified Financial Planner
Richard W. Spillane Jr.Spillane Financial Planning, Inc. · Certified Financial Planner
Derek R. TinninAltiora Financial Group, LLC · Certified Financial Planner

Firms with the most CFP professionals in Lebanon

Kapstone Financial Advisors LLC 2 LPL Financial LLC 2 Summit Financial Advisors, Inc. 2 Altiora Financial Group, LLC 1 Creative Planning 1 Edward Jones 1 Osaic Wealth, Inc. 1 Raymond James Financial Services Advisors, Inc. 1 Spillane Financial Planning, Inc. 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401 Columbus 271 Cleveland 106 Dublin 103 Akron 98 Westlake 61 Beachwood 41 Dayton 41 Toledo 34 Independence 29 Westerville 29 Maumee 28 Pepper Pike 24 Mansfield 20 West Chester 20 Canton 18 Worthington 18 Centerville 17 Beavercreek 15 Canfield 15 Uniontown 15 Hudson 14 Loveland 14 Miamisburg 14

Questions

How many CFP financial advisors are in Lebanon, OH?

12 SEC-registered investment adviser representatives at firm offices in Lebanon, Ohio list the CFP designation; Kapstone Financial Advisors LLC employs the most of them (2).

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 Lebanon?

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.