Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Mansfield, OH
Every SEC-registered financial advisor at a firm office in Mansfield who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in Mansfield; the most are at Bluespring Wealth Management, LLC (1). 2 are also registered broker representatives.
ChFC advisors in Mansfield, A to Z
Every advisor in Mansfield →- William J. CunninghamPinnacle Advisors · Certified Financial Planner, Chartered Financial Consultant
- Charles P. HahnCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory E. KiblerJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan A. PattonOpenarc Corporate Advisory, LLC · Chartered Financial Consultant
- John-Mark C. YoungBluespring Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Mansfield
Bluespring Wealth Management, LLC 1Cetera Investment Advisers LLC 1Janney Montgomery Scott LLC 1Openarc Corporate Advisory, LLC 1Pinnacle Advisors 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Cincinnati 53Dublin 21Toledo 20Independence 16Dayton 15Cleveland 14Canton 13Westerville 12Westlake 12Akron 11Maumee 11Beachwood 6Findlay 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4
Questions
How many ChFC financial advisors are in Mansfield, OH?
5 SEC-registered investment adviser representatives at firm offices in Mansfield, Ohio list the ChFC designation; Bluespring Wealth Management, LLC employs the most of them (1).
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 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 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.