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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in Ohio

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

The short answer

14 registered advisors work at Independent Financial Partners in Ohio, out of 289 nationwide; it's the firm's number 3 state by advisors, and the most are in Cleveland (2). 3 list the CFP designation and 13 are also registered broker representatives.

Independent Financial Partners advisors by city in Ohio

Every firm in Ohio →

Cleveland 2Oregon 2Powell 2Avon Lake 1Blue Ash 1Chagrin Falls 1Cincinnati 1Mason 1Middletown 1West Jefferson 1Youngstown 1

Independent Financial Partners advisors in Ohio, A to Z

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Independent Financial Partners advisors in every state →Independent Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Financial Partners in other states

Florida 144New York 16Georgia 9Kentucky 9Pennsylvania 9Texas 9Illinois 7California 6Oklahoma 5Wisconsin 5Alabama 4Kansas 4Maryland 4Minnesota 4Nebraska 4Colorado 3Iowa 3Idaho 3Indiana 3Louisiana 3Michigan 3South Carolina 3Tennessee 3Washington 3

Questions

How many Independent Financial Partners financial advisors are in Ohio?

14 investment adviser representatives are registered at Independent Financial Partners offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 289 at the firm nationwide. 3 list the CFP designation and 13 are also registered as broker representatives.

Where in Ohio does Independent Financial Partners have the most advisors?

Cleveland, with 2, then Oregon (2). Independent Financial Partners has advisors in 11 cities in Ohio.

How do I check a Independent Financial Partners 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 Independent Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.