Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Willoughby, OH
Every SEC-registered financial advisor at a firm office in Willoughby who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Willoughby; the most are at Hantz Financial Services, Inc. (3). 5 are also registered broker representatives.
CFP advisors in Willoughby, A to Z
Every advisor in Willoughby →- James A. AlbaneseHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brittany A. BittnerHantz Financial Services, Inc. · Certified Financial Planner
- Ashley C. CostelloMariner · Certified Financial Planner
- Michele K. JohnsonCetera Investment Advisers LLC · Certified Financial Planner
- Chad J. McWhorterHantz Financial Services, Inc. · Certified Financial Planner
- Julie M. SteinLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Willoughby
Hantz Financial Services, Inc. 3Cetera Investment Advisers LLC 1LPL Financial LLC 1Mariner 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 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14
Questions
How many CFP financial advisors are in Willoughby, OH?
6 SEC-registered investment adviser representatives at firm offices in Willoughby, Ohio list the CFP designation; Hantz Financial Services, Inc. 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 Willoughby?
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.