Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Shaker Heights, OH
Every SEC-registered financial advisor at a firm office in Shaker Heights who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Shaker Heights; the most are at Lincoln Investment (7). 8 are also registered broker representatives.
CFP advisors in Shaker Heights, A to Z
Every advisor in Shaker Heights →- Zachary A. AbramsLincoln Investment · Certified Financial Planner
- Trevor J. AllburnCorient · Certified Financial Planner
- Jacob BauccoLincoln Investment · Certified Financial Planner
- Luke F. BaumStrategic Advisers LLC · Certified Financial Planner
- Melissa S. CostelloCapital Advisors, Ltd., LLC · Certified Financial Planner
- Nathan P. CrevistonLincoln Investment · Certified Financial Planner, Chartered Financial Consultant
- Patrick T. HanrattyLincoln Investment · Certified Financial Planner
- Robert M. HolubLincoln Investment · Certified Financial Planner, Chartered Financial Analyst
- Mary T. KozarCapital Advisors, Ltd., LLC · Certified Financial Planner
- Daniel J. ObrienLincoln Investment · Certified Financial Planner
- Adam PhilippPhilipp Capital Advisors · Certified Financial Planner
- Neil R. WaxmanLincoln Investment · Certified Financial Planner
Firms with the most CFP professionals in Shaker Heights
Lincoln Investment 7Capital Advisors, Ltd., LLC 6Capital Analysts 4Corient 1Philipp Capital Advisors 1Strategic Advisers 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 Shaker Heights, OH?
12 SEC-registered investment adviser representatives at firm offices in Shaker Heights, Ohio list the CFP designation; Lincoln Investment employs the most of them (7).
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 Shaker Heights?
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.