Financial advisors in Lakewood Ranch, FL

133 match · page 1 of 5

Alexander Wolfe
Financial advisor at Base Wealth Management
Base Wealth Management · $326.3M AUM
CFP®VerifiedFinancial planning
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Andrew Walther
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anne Lane
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Scott
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Pope
Financial advisor at Pope Wealth Management
Pope Wealth Management · $76.7M AUM
CFP®VerifiedFinancial planning
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Cheri Franklin
Financial advisor at Clarity Capital Advisors, LLC
Clarity Capital Advisors, LLC · $406.3M AUM
CFP®VerifiedFinancial planning
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Christopher Moss
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cole Hedge
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Thompson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Dwight Pendola
Financial advisor at Horizon Wealth Advisors
Horizon Wealth Advisors · $235M AUM
CFP®VerifiedFinancial planning
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Elizabeth Wilson
Financial advisor at Horizon Wealth Advisors
Horizon Wealth Advisors · $235M AUM
CFP®VerifiedFinancial planning
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Eric Whitman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Frederick Scheerle
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Gerald Lamalfa
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jay Franklin
Financial advisor at Clarity Capital Advisors, LLC
Clarity Capital Advisors, LLC · $406.3M AUM
CFP®VerifiedFinancial planning
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Jeremy Riggs
Financial advisor at Base Wealth Management
Base Wealth Management · $326.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Traver
Financial advisor at Traver Financial Consulting Network PA
Traver Financial Consulting Network PA · $121.7M AUM
CFP®VerifiedFinancial planning
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Justin Daley
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Karyn Cravens
Financial advisor at Ferguson Shapiro LLC
Ferguson Shapiro LLC · $415.2M AUM
CFP®VerifiedFinancial planning
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Keith Johnson
Financial advisor at Benefit Financial Services Group
Benefit Financial Services Group · $1.54B AUM
CFP®VerifiedFinancial planning
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Kurt Stahl
Financial advisor at Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. · $722.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marc Hirtle
Financial advisor at Meridian Financial Services, Inc.
Meridian Financial Services, Inc. · $72.7M AUM
CFP®VerifiedFinancial planning
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Melanie Ross
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Michael Partee
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Miguel Ortigao
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick O'keefe
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Duggan
Financial advisor at Intellicents Investment Solutions Inc
Intellicents Investment Solutions Inc · $9.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Regina Beatty
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Schimek
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Lewis
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
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 Lakewood Ranch, 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 Lakewood Ranch, FL.

How this list works

Before you hire an advisor in Lakewood Ranch, FL