Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in West Chester Township, OH

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

The short answer

3 CFP professionals work in West Chester Township; the most are at Captrust (2). 2 are also registered broker representatives.

CFP advisors in West Chester Township, A to Z

Every advisor in West Chester Township →

Joshua S. HaireCaptrust · Certified Financial Planner
Bridget E. MitchellCaptrust · Certified Financial Planner
Arthur B. OwensVanweelden Wealth Management, LLC · Certified Financial Planner

Firms with the most CFP professionals in West Chester Township

Captrust 2 Vanweelden Wealth Management, LLC 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401 Columbus 271 Cleveland 106 Dublin 103 Akron 98 Westlake 61 Beachwood 41 Dayton 41 Toledo 34 Independence 29 Westerville 29 Maumee 28 Pepper Pike 24 Mansfield 20 West Chester 20 Canton 18 Worthington 18 Centerville 17 Beavercreek 15 Canfield 15 Uniontown 15 Hudson 14 Loveland 14 Miamisburg 14

Questions

How many CFP financial advisors are in West Chester Township, OH?

3 SEC-registered investment adviser representatives at firm offices in West Chester Township, Ohio list the CFP designation; Captrust 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 West Chester Township?

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.