Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Marysville, OH
Every SEC-registered financial advisor at a firm office in Marysville who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Marysville; the most are at Kintra Investments, LLC (6). 3 are also registered broker representatives.
CFP advisors in Marysville, A to Z
Every advisor in Marysville →- Megan M. CollinsKintra Wealth, LLC · Certified Financial Planner
- James B. CoxKintra Wealth, LLC · Certified Financial Planner
- Mark R. FinneyKintra Wealth, LLC · Certified Financial Planner
- David A. GoinsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kyle D. GoinsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Cory L. HixsonKingsview Wealth Management, LLC · Certified Financial Planner
- Jonathan W. LawrenceKintra Wealth, LLC · Certified Financial Planner
- Quinn MickelsonKintra Wealth, LLC · Certified Financial Planner
- Ryan E. MickelsonKintra Wealth, LLC · Certified Financial Planner
- Matthew W. MilhollandRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Marysville
Kintra Investments, LLC 6Kintra Wealth, LLC 6Raymond James Financial Services Advisors, Inc. 3Kingsview Wealth Management, LLC 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 Marysville, OH?
10 SEC-registered investment adviser representatives at firm offices in Marysville, Ohio list the CFP designation; Kintra Investments, LLC employs the most of them (6).
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 Marysville?
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.