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Financial ADVSR advisor directory · SEC adviser records

Coordinated Financial Planning Corp. financial advisors in Cincinnati, OH

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

4 registered advisors work at Coordinated Financial Planning Corp. in Cincinnati, out of 4 at the firm nationwide; it ranks number 83 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

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

Every Coordinated Financial Planning Corp. advisor →

Coordinated Financial Planning Corp. advisors in every city and state →Coordinated Financial Planning Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Cincinnati

All Cincinnati advisors →

Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44

Questions

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

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

Is Coordinated Financial Planning Corp. one of the largest advisor employers in Cincinnati?

Coordinated Financial Planning Corp. ranks number 83 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.

How do I check a Coordinated Financial Planning Corp. advisor 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, 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. Weighing a move? Compare payouts by firm or value a recruiting offer.