Insights

Established Local Expertise Preferred Planning Associates leverages a large network of independent financial advisors across Ohio, emphasizing a combination of local expertise and collaborative support. This suggests opportunities to offer tailored technology solutions and services that enhance regional client engagement and advisor productivity.

Strong Industry Position Partnered with Cambridge Investment Research, a top-10 industry player with rapid growth recognition, indicating a stable and reputable platform. This opens doors for developing integrated financial technology tools and compliance solutions aligned with a proven corporate backbone.

Technology Stack Insights The company utilizes modern web and security technologies such as jQuery, Cloudflare Bot Management, and reCAPTCHA, demonstrating openness to digital innovations. Opportunities exist to provide advanced client engagement platforms, cybersecurity enhancements, or digital onboarding solutions.

Revenue Growth Potential With a revenue range of 10 to 25 million dollars, there is significant growth potential within their operational scale. This suggests a readiness for scalable financial technology services, marketing tools, or operational efficiency solutions tailored to mid-sized firms.

Market and Competitive Landscape Given the competitive landscape with large firms like MassMutual and Northwestern Mutual, Preferred Planning Associates may benefit from solutions that differentiate advisors through personalized client experiences, advanced financial planning tools, or brand enhancement strategies to attract a broader clientele.

Preferred Planning Associates Tech Stack

Preferred Planning Associates uses 8 technology products and services including oEmbed, jQuery, Divi, and more. Explore Preferred Planning Associates's tech stack below.

oEmbed

Dev Tools

jQuery

Javascript Libraries

Divi

Page Builders

Flywheel

Platform As A Service

Cloudflare Bot Management

Security

reCAPTCHA

Security

GoDaddy

Web Hosting

FitVids.js

Web Tools And Plugins

Preferred Planning Associates Email Formats	Example	Percentage
FLast@ppaohio.com	JDoe@ppaohio.com	41%
Last@ppaohio.com	Doe@ppaohio.com	9%
FLast@ppaohio.com	JDoe@ppaohio.com	41%
Last@ppaohio.com	Doe@ppaohio.com	9%

Preferred Planning Associates Email Formats

Example

Percentage

FLast@ppaohio.com

JDoe@ppaohio.com

41%

Last@ppaohio.com

Doe@ppaohio.com

FLast@ppaohio.com

JDoe@ppaohio.com

41%

Last@ppaohio.com

Doe@ppaohio.com

Frequently Asked Questions

Where is Preferred Planning Associates's headquarters located?

Preferred Planning Associates's main headquarters is located at 263 Regency Ridge Drive Centerville, Ohio 45459 United States. The company has employees across 1 continents, including North America.

What is Preferred Planning Associates's phone number?

You can contact Preferred Planning Associates's main corporate office by phone at

+1-937-610-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Preferred Planning Associates's official website and social media links?

Preferred Planning Associates's official website is ppaohio.com and has social profiles on LinkedIn.

What is Preferred Planning Associates's NAICS code?

Preferred Planning Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Preferred Planning Associates have currently?

As of February 2026, Preferred Planning Associates has approximately 7 employees across 1 continents, including North America. Key team members include Owner And Partner: T. M.Training, Education And Sales: A. A. V.Financial Advisor: D. K.. Explore Preferred Planning Associates's employee directory with LeadIQ.

What industry does Preferred Planning Associates belong to?

Preferred Planning Associates operates in the Financial Services industry.

What technology does Preferred Planning Associates use?

Preferred Planning Associates's tech stack includes oEmbedjQueryDiviFlywheelCloudflare Bot ManagementreCAPTCHAGoDaddyFitVids.js.

What is Preferred Planning Associates's email format?

Preferred Planning Associates's email format typically follows the pattern of FLast@ppaohio.com. Find more Preferred Planning Associates email formats with LeadIQ.

Preferred Planning Associates

Q: How many employees does Preferred Planning Associates have currently?

Preferred Planning Associates has approximately 7 employees.

Q: What technology does Preferred Planning Associates use?

Preferred Planning Associates's tech stack includes MySQL, WP Engine, FitVids.js, Cloudflare, oEmbed.

Q: What is Preferred Planning Associates's NAICS code?

Preferred Planning Associates's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States2-10 Employees

We are an association of experienced, independent financial advisors currently located throughout Ohio. Practices include fee-based services such as financial planning and account management, as well as commissioned products and related services. Though spread over a large geographic area, our team maintains an effective spirit of cooperation and collaboration. Clients appreciate knowing that their advisor is part of something larger, but local. Advisors appreciate our flexibility in balancing autonomy and support, and the availability of colleagues for consultation regarding all aspects of their practice.

Our broker/dealer, Cambridge Investment Research, Inc., is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Cambridge is a top-10 independent broker-dealer in total revenue (1), and was named one of the fastest-growing independent firms in the industry by InvestmentNews Magazine (2). Cambridge's commitment to internal control enables our advisors to be truly objective in their work with clients.

(1) Based on total revenue. Ranking received in InvestmentNews Magazine's 2024 independent broker-dealer industry survey rankings.
(2) Based on revenue growth. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.

For career opportunities, please visit us at www.ppaohio.com.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Preferred Planning Associates are not affiliated companies.

Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Insights

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