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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Powell, OH

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

8 CFP professionals work in Powell; the most are at Concordia Wealth Planning, LLC (2). 3 are also registered broker representatives.

CFP advisors in Powell, A to Z

Every advisor in Powell →

Firms with the most CFP professionals in Powell

Concordia Wealth Planning, LLC 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Focus Partners Wealth, LLC 1Nvest Wealth Strategies, Inc. 1Schuler Wealth Planning LLC 1Sei Investments Management Corp. 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 Powell, OH?

8 SEC-registered investment adviser representatives at firm offices in Powell, Ohio list the CFP designation; Concordia Wealth Planning, 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 Powell?

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.