Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Cincinnati, OH
Every SEC-registered financial advisor at a firm office in Cincinnati who lists the Chartered Financial Consultant designation, A to Z.
53 ChFC holders work in Cincinnati; the most are at State Farm Investment Management Corp. (11). 40 are also registered broker representatives.
ChFC advisors in Cincinnati, A to Z
Every advisor in Cincinnati →- John AllshouseRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Gregory N. AltenauHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Charles T. Beach IIICambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Robbie G. Beucler Jr.United Advisor Group · Chartered Financial Consultant
- Michael L. BochnovichNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Brent T. BodenCorient · Certified Financial Planner, Chartered Financial Consultant
- Mark J. BodnarOctavia Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- William J. BremsFifth Third Securities, Inc. · Chartered Financial Consultant
- Rick L. BrownState Farm Investment Management Corp. · Chartered Financial Consultant
- Stephen N. BrownState Farm Investment Management Corp. · Chartered Financial Consultant
- Thomas E. BuchheitOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Julie M. CalhounW&S Brokerage Services, Inc. · Chartered Financial Consultant
- Christopher E. CollierMML Investors Services, LLC · Chartered Financial Consultant
- John J. Cranley IIIHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Stephen R. CroneProspera Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Charles R. EhrenfriedProsperity Capital Advisors · Certified Financial Planner, Chartered Financial Consultant
- Robert F. FeatherWealth Dimensions Family Office, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael A. GeorgeOsaic Wealth, Inc. · Chartered Financial Consultant
- Charles F. Hais Jr.Osaic Wealth, Inc. · Chartered Financial Consultant
- Donald W. W. HardenUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Connor W. HawkinsPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew E. HeitmanNational Wealth Management Group, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Terence L. HoranHoran Wealth, LLC · Chartered Financial Consultant
- George M. KayW&S Brokerage Services, Inc. · Chartered Financial Consultant
- George P. KoumoutsosHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Matthew J. LarmannKestra Advisory Services, LLC · Chartered Financial Consultant
- Carrie L. LiferState Farm Investment Management Corp. · Chartered Financial Consultant
- William F. LyonEagle Strategies LLC · Chartered Financial Consultant
- Richard E. MartinOsaic Wealth, Inc. · Chartered Financial Consultant
- Kyle M. McLaughlinRBC Capital Markets, LLC · Certified Financial Planner, Chartered Financial Consultant
- Maxim I. MeyersOctavia Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark A. MiklautschState Farm Investment Management Corp. · Chartered Financial Consultant
- Peter J. NeroneMm Ascend Life Investor Services, LLC · Chartered Financial Consultant
- David OcasioHorter Investment Management, LLC · Chartered Financial Consultant
- Nicholas A. OttoMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Herbert L. PerlinHorter Investment Management, LLC · Chartered Financial Consultant
- Stephen H. Perrin Jr.Coordinated Financial Planning Corp. · Chartered Financial Consultant
- Alan T. SchauerCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Mark J. SchmergeSchmerge Executive Planning Services, Inc. · Chartered Financial Consultant
- C M. SchweppeState Farm Investment Management Corp. · Chartered Financial Consultant
- Rhiannon M. ShawState Farm Investment Management Corp. · Chartered Financial Consultant
- Benjamin A. SiefringFormidable Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Evan C. SmithOn Investment Management Co. · Chartered Financial Consultant
- Kenneth D. SmithState Farm Investment Management Corp. · Chartered Financial Consultant
- Joseph M. Steele Jr.MML Investors Services, LLC · Chartered Financial Consultant
- Matthew A. SwendimanCrew Capital Management, Ltd. · Chartered Financial Consultant, Chartered Financial Analyst
- Alison L. TaylorState Farm Investment Management Corp. · Chartered Financial Consultant
- Kelly A. TorgglerState Farm Investment Management Corp. · Chartered Financial Consultant
- Irene Ay-Luen TsaiFoster & Motley Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Douglas C. TysonCerity Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven E. UlmerState Farm Investment Management Corp. · Chartered Financial Consultant
- Elizabeth L. WilkerState Farm Investment Management Corp. · Chartered Financial Consultant
- Craig J. WrightUnited Advisor Group · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Cincinnati
State Farm Investment Management Corp. 11Osaic Wealth, Inc. 4Hornor, Townsend & Kent, LLC 3MML Investors Services, LLC 3Cambridge Investment Research Advisors, Inc. 2Horter Investment Management, LLC 2Octavia Wealth Advisors LLC 2United Advisor Group 2W&S Brokerage Services, Inc. 2Cerity Partners LLC 1Coordinated Financial Planning Corp. 1Corient 1Crew Capital Management, Ltd. 1Eagle Strategies LLC 1Fifth Third Securities, Inc. 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Dublin 21Toledo 20Independence 16Dayton 15Cleveland 14Canton 13Westerville 12Westlake 12Akron 11Maumee 11Beachwood 6Findlay 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4
Questions
How many ChFC financial advisors are in Cincinnati, OH?
53 SEC-registered investment adviser representatives at firm offices in Cincinnati, Ohio list the ChFC designation; State Farm Investment Management Corp. employs the most of them (11).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
How do I check a ChFC in Cincinnati?
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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.