What departments does Preferred Planning Associates have?

Preferred Planning Associates has employees across 2 departments including Education, Finance.

What is the largest department at Preferred Planning Associates?

The largest department at Preferred Planning Associates is Finance with 2 employees.

Where are Preferred Planning Associates employees located globally?

Preferred Planning Associates has employees across 1 continents and 1 countries including United States Of America.

How has Preferred Planning Associates's team size changed over time?

Preferred Planning Associates's team has remained stable from approximately 7 to 7 employees based on available data.

Preferred Planning Associates Employee Directory

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.

Find Preferred Planning Associates employees' phone numbers or email addresses

Preferred Planning Associates Global Highlights

North America
14

United States Of America
14

Preferred Planning Associates's Leadership

T. M.
Owner And Partner
Mobile Phone
Email
A. A. V.
Training, Education And Sales
Mobile Phone
Email
D. K.
Financial Advisor
Mobile Phone
Email
G. F.
Financial Advisor
Mobile Phone
Email

Preferred Planning Associates Employee Metrics

100%

50%

0%

2026

2025

Business
Banking
Sales
Accounting
Administrative
Other

Contact profiles from Preferred Planning Associates

Name

Title

Contact Info

Location

Last Update

T. M.
Owner And Partner
Mobile Phone
Email
Apr 23, 2025
A. A. V.
Training, Education And Sales
Mobile Phone
Email
Sep 15, 2025
D. K.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
G. F.
Financial Advisor
Mobile Phone
Email
Sep 22, 2025

Frequently Asked Questions

What is Preferred Planning Associates known for?

Preferred Planning Associates operates in the Financial Services industry. The company's main headquarters is located in 263 Regency Ridge Drive Centerville, Ohio 45459 United States; you can contact the main corporate office by phone at

+1-937-610-****

. Explore Preferred Planning Associates's company overview page for more information.

What is Preferred Planning Associates's most common email format?

Preferred Planning Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Preferred Planning Associates email formats with LeadIQ.

How many employees does Preferred Planning Associates have currently?

Preferred Planning Associates has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Preferred Planning Associates's key employees and leadership?

As of February 2026, Preferred Planning Associates's key employees include:

Owner And Partner: T. M.
Training, Education And Sales: A. A. V.
Financial Advisor: D. K.
Financial Advisor: G. F.

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