The CFP® Designation

The Certified Financial Planner™ designation is obtained through a rigorous program of ongoing study, testing, and ethics requirements.

All CFP® practitioners must pass a two-day comprehensive examination which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance.

Once certified, CFP® practitioners are required to complete continuing education to stay current with developments in the financial planning profession and better serve clients.

Most importantly, CFP® professionals must abide by a strict code of professional conduct – to act fairly and diligently when providing clients with financial planning advice and services, putting clients’ interests first.

See also: CFP Practitioner Disclosure (PDF)

 

 

 

About Us

Our Investment Professionals

Founder Francis J. Niehaus established Niehaus Financial Services, LLC in 1987 and became a CFP® practitioner in 1991. Fran graduated from the University of Notre Dame and Chase Law School.



Kevin J. Walsh worked at Fidelity Investments from 1993 until he joined Niehaus Financial Services as a CFP® practitioner in 2000. Kevin graduated from Xavier University.

Michael W. Jarrold-Grapes joined Niehaus Financial Services in 1998 and became a CFP® practitioner in 2006. Mike graduated from Miami University in Oxford.


Financial Services Specialist

Anne M. Niehaus graduated from Walnut Hills High School, the University of Dayton, and the University of Cincinnati College of Law. She has practiced law since November 2008 and began with Niehaus Financial Services in 2010.


Our Administrative Staff

Sherry Eichelberger graduated from Oak Hills High School and the College of Mount Saint Joseph with a degree in finance. Sherry worked for American Financial for 12 years in its trading department before joining Niehaus Financial Services in 1996. 


Kristen Schmidt joined Niehaus Financial Services in 2011. She graduated from Austin College in Texas, and worked for AXA Equitable, Mercy Connections, and Mercy Neighborhood Ministries prior to joining our office.



 

 

 

SECURITIES OFFERED THROUGH SECURITIES AMERICA, INC., Member FINRA/SIPC
Francis J. Niehaus, Kevin J. Walsh, Michael W. Jarrold-Grapes, Registered Representatives
ADVISORY SERVICES OFFERED THROUGH SECURITIES AMERICA ADVISORS, INC.
Francis J. Niehaus, Kevin J. Walsh, Michael W. Jarrold-Grapes, Investment Advisor Representatives
Niehaus Financial Services, LLC & Securities America companies are independent entities
CFP® and CERTIFIED FINANCIAL PLANNER™ are federally registered service marks of the CFP Board

Securities Licensed In: AR, AZ, CA, DC, FL, IN, KY, ME, NC, NJ, NV, NY, OH, OK, WA, WI
Insurance Licensed In: AZ, DC, FL, IN, KY, NC, NV, OH, OK
RIA Licensed In: OH