Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wauseon, OH

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

The short answer

1 CFP advisor work in Wauseon; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Wauseon, A to Z

Every advisor in Wauseon →

Kimberly R. BakerEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Wauseon

Edward Jones 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 406 Columbus 269 Cleveland 112 Dublin 104 Akron 99 Westlake 62 Dayton 41 Beachwood 40 Independence 31 Toledo 31 Maumee 30 Westerville 30 Mansfield 22 Pepper Pike 20 West Chester 20 Canfield 16 Canton 16 Centerville 16 Loveland 16 Worthington 16 Hudson 15 Uniontown 15 Beavercreek 14 Mason 14

Questions

How many CFP financial advisors are in Wauseon, OH?

1 SEC-registered investment adviser representatives at firm offices in Wauseon, Ohio list the CFP designation; Edward Jones employs the most of them (1).

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 Wauseon?

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.