Be advised. This firm is no longer registered.

Christian Financial Planning & Investment Services, LLC

Christian Financial Planning & Investment Services, LLC (CRD# 118163) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,229,669 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Christian Financial Planning & Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
Victoria D. Watt
CRD#: 1870314
8044 Montgomery Road, Suite 700, Cincinnati, OH 45236

Victoria Watt (CRD# 1870314) is an Investment Advisor Representative working at Christian Financial Planning & Investment Services, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry. Victoria Watt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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