Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in West Mansfield, OH
Every SEC-registered financial advisor at a firm office in West Mansfield who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in West Mansfield; the most are at LPL Financial LLC (1). 1 are also registered broker representatives.
CFP advisors in West Mansfield, A to Z
Every advisor in West Mansfield →- Jennifer M. CapellLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in West Mansfield
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 475Columbus 311Cleveland 120Dublin 111Akron 108Westlake 67Beachwood 51Dayton 45Toledo 36Westerville 34Independence 33Maumee 33Pepper Pike 26West Chester 25Hudson 21Mansfield 21Centerville 20Uniontown 20Canton 19Worthington 19Beavercreek 18Canfield 17Miamisburg 16Loveland 15
Questions
How many CFP financial advisors are in West Mansfield, OH?
1 SEC-registered investment adviser representatives at firm offices in West Mansfield, Ohio list the CFP designation; LPL Financial LLC 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 West Mansfield?
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.