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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Westlake, OH

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

61 CFP professionals work in Westlake; the most are at Prosperity Capital Advisors (9). 38 are also registered broker representatives.

CFP advisors in Westlake, A to Z

Every advisor in Westlake →

Firms with the most CFP professionals in Westlake

Prosperity Capital Advisors 9Wells Fargo Clearing Services, LLC 4Charles Schwab & Co., Inc. 3Cornerstone Wealth Management 3Edward Jones 3Lesjak Planning, LLC 3RBC Capital Markets, LLC 3Raymond James & Associates, Inc. 3Strategic Advisers LLC 3Ameriprise Financial Services, LLC 2Balanced Wealth Group LLC 2Michael Brady & Co., LLC 2Morgan Stanley 2&Partners 1Amfg Wealth Management LLC 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Beachwood 41Dayton 41Toledo 34Independence 29Westerville 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 Westlake, OH?

61 SEC-registered investment adviser representatives at firm offices in Westlake, Ohio list the CFP designation; Prosperity Capital Advisors employs the most of them (9).

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 Westlake?

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.