Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Maumee, OH
Every SEC-registered financial advisor at a firm office in Maumee who lists the Certified Financial Planner designation, A to Z.
28 CFP professionals work in Maumee; the most are at Tfo Wealth Partners (9). 15 are also registered broker representatives.
CFP advisors in Maumee, A to Z
Every advisor in Maumee →- Daniel J. AchesonMunn Wealth Management, LLC · Certified Financial Planner
- Nathan D. AloiTfo Wealth Partners · Certified Financial Planner
- Bernard G. Barrow Jr.Osaic Wealth, Inc. · Certified Financial Planner
- John D. CordesTfo Wealth Partners · Certified Financial Planner
- Isaac D. DemarestEdward Jones · Certified Financial Planner
- John E. EnglerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. FieldsEagle Strategies LLC · Certified Financial Planner
- Brady M. FineskeTfo Wealth Partners · Certified Financial Planner
- Matthew H. GarrowOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James R. HerrickTfo Wealth Partners · Certified Financial Planner
- Russell A. KarbanOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Rachel E. LongHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John F. MachcinskiHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jaden G. McMullenTfo Wealth Partners · Certified Financial Planner
- Mahamed MoubarakMunn Wealth Management, LLC · Certified Financial Planner
- David E. MunnMunn Wealth Management, LLC · Certified Financial Planner
- Bryan J. OkuleyW&S Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Chaz R. PriceThe Retirement Guys Formula · Certified Financial Planner
- Ryan S. SavageOsaic Wealth, Inc. · Certified Financial Planner
- Matthew T. SchwartzTfo Wealth Partners · Certified Financial Planner
- Steven J. SchwartzTfo Wealth Partners · Certified Financial Planner
- Matthew D. SheridanTfo Wealth Partners · Certified Financial Planner
- Stephanie M. Smith-TremoulisTfo Wealth Partners · Certified Financial Planner
- Terry L. StamperOsaic Wealth, Inc. · Certified Financial Planner
- Karla K. StantonOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Benjamin TaylorAmeriprise Financial Services, LLC · Certified Financial Planner
- Benjamin J. TaylorOsaic Wealth, Inc. · Certified Financial Planner
- Kristy J. TurnwaldHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Maumee
Tfo Wealth Partners 9Osaic Wealth, Inc. 8Hantz Financial Services, Inc. 3Munn Wealth Management, LLC 3Ameriprise Financial Services, LLC 1Eagle Strategies LLC 1Edward Jones 1The Retirement Guys Formula 1W&S Brokerage Services, Inc. 1
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14
Questions
How many CFP financial advisors are in Maumee, OH?
28 SEC-registered investment adviser representatives at firm offices in Maumee, Ohio list the CFP designation; Tfo Wealth Partners employs the most of them (9).
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 Maumee?
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.