Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westerville, OH
Every SEC-registered financial advisor at a firm office in Westerville who lists the Certified Financial Planner designation, A to Z.
29 CFP professionals work in Westerville; the most are at LPL Financial LLC (7). 15 are also registered broker representatives.
CFP advisors in Westerville, A to Z
Every advisor in Westerville →- Fred J. Abbott IIILPL Financial LLC · Certified Financial Planner
- Shawn M. ArseneauArseneau Financial · Certified Financial Planner, Chartered Financial Consultant
- Amy K. ArthurWells Fargo Clearing Services, LLC · Certified Financial Planner
- Edward F. Bacher IIILPL Financial LLC · Certified Financial Planner
- Jeffrey G. BestBuckeye Wealth Management LLC · Certified Financial Planner
- Ryan C. BoslerJericho Financial · Certified Financial Planner
- Timothy A. BullockEdward Jones · Certified Financial Planner
- Tamara K. ColvinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Scott E. DyeLPL Financial LLC · Certified Financial Planner
- Michael C. EvansLPL Financial LLC · Certified Financial Planner
- Ashley B. FellersCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Andrew I. HayekLPL Financial LLC · Certified Financial Planner
- Michael A. HennSwisher Financial Concepts, Inc. · Certified Financial Planner
- Michael W. HollyHarding Financial Group · Certified Financial Planner
- Martin L. JerwersFifth Third Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew L. KernsAccountable Financial Planning LLC · Certified Financial Planner
- Richard J. MartinLPL Financial LLC · Certified Financial Planner
- Patricia J. McConnellPrivate Advisor Group, LLC · Certified Financial Planner
- Patrick J. McHaleEdward Jones · Certified Financial Planner
- John H. McKewen IVElevation Financial Partners, LLC · Certified Financial Planner
- David J. ReinigerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew E. ShafferShaffer Capital · Certified Financial Planner
- Jeffrey D. SmithMercer Global Advisors Inc. · Certified Financial Planner
- Bennett J. SteinfurthHarding Financial Group · Certified Financial Planner
- Allen L. WeaverElevation Financial Partners, LLC · Certified Financial Planner
- Marcus A. WilliamsFisher Investments · Certified Financial Planner
- Theodore W. WindersYarger Wealth Strategies, LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel E. WolfordSwisher Financial Concepts, Inc. · Certified Financial Planner
- Timothy P. WoodburnBuckeye Wealth Management LLC · Certified Financial Planner
Firms with the most CFP professionals in Westerville
LPL Financial LLC 7Buckeye Wealth Management LLC 2Edward Jones 2Elevation Financial Partners, LLC 2Harding Financial Group 2Swisher Financial Concepts, Inc. 2Accountable Financial Planning LLC 1Arseneau Financial 1Cambridge Investment Research Advisors, Inc. 1Fifth Third Securities, Inc. 1Fisher Investments 1Jericho Financial 1Mercer Global Advisors Inc. 1Private Advisor Group, LLC 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Ohio cities
All of Ohio →Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14
Questions
How many CFP financial advisors are in Westerville, OH?
29 SEC-registered investment adviser representatives at firm offices in Westerville, Ohio list the CFP designation; LPL Financial LLC employs the most of them (7).
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 Westerville?
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.