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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Toledo, OH

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

34 CFP professionals work in Toledo; the most are at Ameriprise Financial Services, LLC (4). 23 are also registered broker representatives.

CFP advisors in Toledo, A to Z

Every advisor in Toledo →

Firms with the most CFP professionals in Toledo

Ameriprise Financial Services, LLC 4Edward Jones 4Cetera Investment Advisers LLC 3Gryphon Financial Partners 3Kmg Fiduciary Partners, LLC 3Morgan Stanley 2Osaic Wealth, Inc. 2Wells Fargo Advisors Financial Network, LLC 2Wells Fargo Clearing Services, LLC 2Capital Investment Advisory Services, LLC 1Croak Capital 1Facet 1LPL Financial LLC 1Lifeworks Advisors, LLC 1MML Investors Services, LLC 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Independence 29Westerville 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14

Questions

How many CFP financial advisors are in Toledo, OH?

34 SEC-registered investment adviser representatives at firm offices in Toledo, Ohio list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (4).

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 Toledo?

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.