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Financial ADVSR advisor directory · SEC adviser records

Coordinated Financial Planning Corp. financial advisors in Ohio

Every SEC-registered investment adviser representative at a Coordinated Financial Planning Corp. office in Ohio, by city and A to Z.

4 registered advisors work at Coordinated Financial Planning Corp. in Ohio, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Cincinnati (4). 3 list the CFP designation and 0 are also registered broker representatives.

Coordinated Financial Planning Corp. advisors by city in Ohio

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Cincinnati 4

Coordinated Financial Planning Corp. advisors in Ohio, A to Z

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Questions

How many Coordinated Financial Planning Corp. financial advisors are in Ohio?

4 investment adviser representatives are registered at Coordinated Financial Planning Corp. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

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

Cincinnati, with 4. Coordinated Financial Planning Corp. has advisors in 1 city in Ohio.

How do I check a Coordinated Financial Planning Corp. advisor in Ohio?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Coordinated Financial Planning Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.