Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Upper Arlington, OH
Every SEC-registered financial advisor at a firm office in Upper Arlington who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Upper Arlington; the most are at Edward Jones (2). 4 are also registered broker representatives.
CFP advisors in Upper Arlington, A to Z
Every advisor in Upper Arlington →- Joshua R. AllenTcp Asset Management, LLC · Certified Financial Planner
- James E. Blue IIBlue Advisors · Certified Financial Planner
- Caitlin M. DavisEdward Jones · Certified Financial Planner
- Stephen P. GeraghtyKovalcik & Geraghty Wealth Partners LLP · Certified Financial Planner
- Spencer O. HawkinsSpencer Hawkins Investment Adviser, LLC · Certified Financial Planner
- Brad HennebertTcp Asset Management, LLC · Certified Financial Planner
- Tyler C. KeenanFiducia Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Christopher S. KimmetAptus Financial, LLC · Certified Financial Planner
- Fred J. MinichEdward Jones · Certified Financial Planner
- Craig Novosel-JohnsonWealthought LLC · Certified Financial Planner
- Curtis J. ReedWelspire LLC · Certified Financial Planner
- Ryan S. WattArena Private Wealth · Certified Financial Planner
Firms with the most CFP professionals in Upper Arlington
Edward Jones 2Tcp Asset Management, LLC 2Aptus Financial, LLC 1Arena Private Wealth 1Blue Advisors 1Fiducia Wealth Management 1Kovalcik & Geraghty Wealth Partners LLP 1Spencer Hawkins Investment Adviser, LLC 1Wealthought LLC 1Welspire 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 Upper Arlington, OH?
12 SEC-registered investment adviser representatives at firm offices in Upper Arlington, Ohio list the CFP designation; Edward Jones 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 Upper Arlington?
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.