Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Pepper Pike, OH
Every SEC-registered financial advisor at a firm office in Pepper Pike who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Pepper Pike; the most are at Carnegie Investment Counsel (6). 12 are also registered broker representatives.
CFP advisors in Pepper Pike, A to Z
Every advisor in Pepper Pike →- Molly B. BalunekEndeavor Wealth Advisors, LLC · Certified Financial Planner
- Steven BermanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Elisa R. BudoffAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert P. CarrollCarnegie Investment Counsel · Certified Financial Planner
- Nan CohenLPL Financial LLC · Certified Financial Planner
- Mark D. CooperriderAmeriprise Financial Services, LLC · Certified Financial Planner
- Jodi S. CowgillCarnegie Investment Counsel · Certified Financial Planner
- Richard E. Croasdaile IIIMorgan Stanley · Certified Financial Planner
- Thomas W. DattiloAmeriprise Financial Services, LLC · Certified Financial Planner
- Kara L. DowningEndeavor Wealth Advisors, LLC · Certified Financial Planner
- Wendy L. EldridgeCarnegie Investment Counsel · Certified Financial Planner
- Justin P. FitchkoDaymark Wealth Partners, LLC · Certified Financial Planner
- Skye GarlandCarnegie Investment Counsel · Certified Financial Planner, Chartered Financial Analyst
- Thomas B. HerbruckGlobal Retirement Partners LLC · Certified Financial Planner
- Natasha K. KalasMorgan Stanley · Certified Financial Planner
- Keith M. LichtcsienResource Strategies Inc. · Certified Financial Planner
- Robert J. MarquardtPNC Wealth Management LLC · Certified Financial Planner
- Lynn R. NajmanCarnegie Investment Counsel · Certified Financial Planner
- Jessica R. RorarKey Investment Services LLC · Certified Financial Planner
- William I. RussoPeak Wealth Solutions · Certified Financial Planner
- Elisabeth SalopeckWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- David TaucherStratos Wealth Advisors LLC · Certified Financial Planner
- Alejandro M. VelazquezCarnegie Investment Counsel · Certified Financial Planner
- Keith R. WitkowskiPeak Wealth Solutions · Certified Financial Planner
Firms with the most CFP professionals in Pepper Pike
Carnegie Investment Counsel 6Ameriprise Financial Services, LLC 3Endeavor Wealth Advisors, LLC 2Morgan Stanley 2Peak Wealth Solutions 2Wells Fargo Advisors Financial Network, LLC 2Daymark Wealth Partners, LLC 1Global Retirement Partners LLC 1Key Investment Services LLC 1LPL Financial LLC 1PNC Wealth Management LLC 1Resource Strategies Inc. 1Stratos Wealth Advisors LLC 1
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Maumee 28Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14
Questions
How many CFP financial advisors are in Pepper Pike, OH?
24 SEC-registered investment adviser representatives at firm offices in Pepper Pike, Ohio list the CFP designation; Carnegie Investment Counsel 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 Pepper Pike?
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.