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Financial ADVSR advisor directory · SEC adviser records

Coordinated Financial Planning Corp. financial advisors

Every SEC-registered investment adviser representative at Coordinated Financial Planning Corp., by the state and city of the office they work from.

4 registered advisors work at Coordinated Financial Planning Corp., in 1 state and 1 city; the most are in Cincinnati, OH (4). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Coordinated Financial Planning Corp. advisor by name →Who joined and left Coordinated Financial Planning Corp. →Coordinated Financial Planning Corp.: assets, clients and custodians →

Cities with the most Coordinated Financial Planning Corp. advisors

Cincinnati, OH 4

Coordinated Financial Planning Corp. advisors by state

Coordinated Financial Planning Corp. in Ohio 4

Cincinnati 4

Questions

How many financial advisors does Coordinated Financial Planning Corp. have?

4 investment adviser representatives are registered with Coordinated Financial Planning Corp., according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Coordinated Financial Planning Corp. have the most advisors?

Cincinnati, OH, with 4 registered advisors. By state, Ohio has the most, with 4.

How do I find a Coordinated Financial Planning Corp. financial advisor near me?

Pick your state below, then your city, to see every Coordinated Financial Planning Corp. advisor registered at an office there. Each one 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Coordinated Financial Planning Corp. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →