Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Strongsville, OH
Every SEC-registered financial advisor at a firm office in Strongsville who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Strongsville; the most are at Edward Jones (3). 6 are also registered broker representatives.
CFP advisors in Strongsville, A to Z
Every advisor in Strongsville →- Jason P. BradfordEdward Jones · Certified Financial Planner
- Gregory L. ChaplinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jeffry M. KennatOsaic Wealth, Inc. · Certified Financial Planner
- Brian A. KljunEdward Jones · Certified Financial Planner
- Paul J. LehmanNewgrange Asset Management LLC · Certified Financial Planner
- Jon J. ParkhurstCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michael D. SheaOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Strongsville
Edward Jones 3Osaic Wealth, Inc. 2Cambridge Investment Research Advisors, Inc. 1Duncan Financial Planning Advisors 1Newgrange Asset Management LLC 1Osaic Advisory Services, 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 Strongsville, OH?
7 SEC-registered investment adviser representatives at firm offices in Strongsville, Ohio list the CFP designation; Edward Jones 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 Strongsville?
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.