Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in West Chester, OH
Every SEC-registered financial advisor at a firm office in West Chester who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in West Chester; the most are at Ameriprise Financial Services, LLC (3). 14 are also registered broker representatives.
CFP advisors in West Chester, A to Z
Every advisor in West Chester →- Neil R. BourgeoisOsaic Wealth, Inc. · Certified Financial Planner
- Monica L. DwyerHarvest Financial Advisors, LLC · Certified Financial Planner
- Kevin D. GeorgeLPL Enterprise, LLC · Certified Financial Planner
- Geoffrey G. GlazierMariner · Certified Financial Planner
- Nathan R. HighAmeriprise Financial Services, LLC · Certified Financial Planner
- Timothy W. HornungAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary L. Howard Jr.Advisory Services Network · Certified Financial Planner
- Robert M. Leshnak Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Craig LipniskisUnited Advisor Group · Certified Financial Planner
- Kristen M. MakariLPL Financial LLC · Certified Financial Planner
- Bart F. MetzlerAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael P. MoloneyMeyer Gates Financial Advisors, Inc. · Certified Financial Planner
- David C. ParkerFifth Third Securities, Inc. · Certified Financial Planner
- Jamie M. PowellCapital Advisory Services, LLC · Certified Financial Planner
- Brett C. RothPark Avenue Securities LLC · Certified Financial Planner
- Frederick L. ScheelerScheeler Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Joy M. SchlieHarvest Financial Advisors, LLC · Certified Financial Planner
- Scott D. SchwalichIronkoor Retirement, LLC · Certified Financial Planner
- Kyle WardEdward Jones · Certified Financial Planner
- Walter R. Wilson Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in West Chester
Ameriprise Financial Services, LLC 3Harvest Financial Advisors, LLC 2LPL Financial LLC 2Osaic Wealth, Inc. 2Advisory Services Network 1Capital Advisory Services, LLC 1Edward Jones 1Fifth Third Securities, Inc. 1Ironkoor Retirement, LLC 1LPL Enterprise, LLC 1Mariner 1Meyer Gates Financial Advisors, Inc. 1Park Avenue Securities LLC 1Scheeler Financial Group 1Southland Equity Partners, 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 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14
Questions
How many CFP financial advisors are in West Chester, OH?
20 SEC-registered investment adviser representatives at firm offices in West Chester, Ohio list the CFP designation; Ameriprise Financial Services, LLC 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 West Chester?
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.