Financial advisors in Casselberry, FL

27 advisors

Eric Hoogstra
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
CFP®VerifiedFinancial planning
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Kok Tiew
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Randy Smith
Financial advisor at Fairway Financial, LLC
Fairway Financial, LLC · $159.6M AUM
CFP®VerifiedFinancial planning
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Adam Bond
Financial advisor at Principal Advised Services
Principal Advised Services · $1.42B AUM
VerifiedFinancial planning
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Benjamin Smith
Financial advisor at Smith Asset Management Co., LLC
Smith Asset Management Co., LLC · $281.2M AUM
Verified
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Bryan Repple
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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David Moskowitz
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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David Torres
Financial advisor at Iwg Investment Advisors LLC
Iwg Investment Advisors LLC
Verified
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David Westmoreland
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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Elizabeth Jameson Armstrong
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Glenn Repple
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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Jeffrey Woodward
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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Joel Martin
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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Jordan Schaefer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Lanis Webb
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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Linden Gould
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Leopard
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Robert Stafford
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Sarah Delaney
Financial advisor at Irl Financial, LLC
Irl Financial, LLC · $49.3M AUM
VerifiedFinancial planning
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Shana Burt
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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Stacey Lavender
Financial advisor at Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC · $3.8B AUM
VerifiedFinancial planning
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Stephen Speirs
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
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Steven Baker
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Summer Dorn
Financial advisor at Fairway Financial, LLC
Fairway Financial, LLC · $159.6M AUM
VerifiedFinancial planning
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Thomas Strobhar
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Moyer
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Cleveland
Financial advisor at Iwg Investment Advisors LLC
Iwg Investment Advisors LLC
Verified
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Casselberry, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Casselberry, FL.

How this list works

Before you hire an advisor in Casselberry, FL