Financial advisors in Defiance, OH

25 match

Barbara Malhoit
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Jason Bernal
Financial advisor at Blue Jay Financial Group, LLC
Blue Jay Financial Group, LLC · $113.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Demland
Financial advisor at Demland Wealth LLC
Demland Wealth LLC · $30.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keith McDonald
Financial advisor at Northfort Financial, LLC
Northfort Financial, LLC · $118.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Boroff
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Tussing
Financial advisor at Wesbanco Securities, Inc.
Wesbanco Securities, Inc. · $285.9M AUM
VerifiedFinancial planning
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Caden Allman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Frankart
Financial advisor at Blue Jay Financial Group, LLC
Blue Jay Financial Group, LLC · $113.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corina Kempe
Financial advisor at Trek Financial
Trek Financial · $2.82B AUM
VerifiedFinancial planning
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David Kryder
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Allman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Otte
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kara Price
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kyler Baird
Financial advisor at Northfort Financial, LLC
Northfort Financial, LLC · $118.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Logan Wolfrum
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Schmenk
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maureen Killion
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Willitzer
Financial advisor at Blue Jay Financial Group, LLC
Blue Jay Financial Group, LLC · $113.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Buckland
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Noah Buttermore
Financial advisor at Demland Wealth LLC
Demland Wealth LLC · $30.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Briskey
Financial advisor at Northfort Financial, LLC
Northfort Financial, LLC · $118.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Hanson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Roberto Deleon
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Stephen Kryder
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trent Diamond
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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 Defiance, OH

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 Defiance, OH.

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Before you hire an advisor in Defiance, OH