Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Miamisburg, OH
Every SEC-registered financial advisor at a firm office in Miamisburg who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Miamisburg; the most are at McKinley Carter Wealth Services, Inc. (3). 8 are also registered broker representatives.
CFP advisors in Miamisburg, A to Z
Every advisor in Miamisburg →- David P. BeyerleRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Julie A. BrownMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- Christopher J. BuckMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- Neerja J. ChaudhryAmeriprise Financial Services, LLC · Certified Financial Planner
- Logan DawesCharles Schwab & Co., Inc. · Certified Financial Planner
- Mary L. HedrickEubel Brady & Suttman · Certified Financial Planner
- Jonathan P. HlavacEverhart Advisors · Certified Financial Planner
- Benjamin T. KingWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jeffrey B. ReisAmeriprise Financial Services, LLC · Certified Financial Planner
- Egan C. RosellEubel Brady & Suttman · Certified Financial Planner
- Raymond ScacchettiWells Fargo Clearing Services, LLC · Certified Financial Planner
- Amy ShreveEdward Jones · Certified Financial Planner
- Nicholas M. StebnerMcKinley Carter Wealth Services, Inc. · Certified Financial Planner
- Jeffrey T. ZeiglerWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Miamisburg
McKinley Carter Wealth Services, Inc. 3Wells Fargo Clearing Services, LLC 3Ameriprise Financial Services, LLC 2Eubel Brady & Suttman 2Charles Schwab & Co., Inc. 1Edward Jones 1Everhart Advisors 1Robert W. Baird & Co. Incorporated 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 14Rocky River 14
Questions
How many CFP financial advisors are in Miamisburg, OH?
14 SEC-registered investment adviser representatives at firm offices in Miamisburg, Ohio list the CFP designation; McKinley Carter Wealth Services, Inc. employs the most of them (3).
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 Miamisburg?
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.