Be advised. This firm is no longer registered.

Cmp Financial Planning

Cmp Financial Planning (CRD# 121257) is a financial advisory firm headquartered in , . They manage $3,927,477 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.cmpfinancial.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $119,014
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Cmp Financial Planning
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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