Financial advisors in Findlay, OH

105 match · page 1 of 4

Andrew Stepleton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Annika Liebrecht
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Bryan Okuley
Financial advisor at W&S Brokerage Services, Inc.
W&S Brokerage Services, Inc. · $257.2M AUM
CFP®Verified
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Curtis Frisch
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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David Anzicek
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Dylan Pritchett
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jeffrey Stratton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jordan Shaw
Financial advisor at Hixon Zuercher Capital Management
Hixon Zuercher Capital Management · $487.7M AUM
CFP®VerifiedFinancial planning
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Neil Ickes
Financial advisor at Allstate Financial Advisors, LLC
Allstate Financial Advisors, LLC · $142.4M AUM
CFP®Verified
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Ryan Geary
Financial advisor at Resolute Wealth Advisor, Inc.
Resolute Wealth Advisor, Inc. · $293.8M AUM
CFP®VerifiedFinancial planning
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Scott Hohman
Financial advisor at Resolute Wealth Advisor, Inc.
Resolute Wealth Advisor, Inc. · $293.8M AUM
CFP®VerifiedFinancial planning
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Titus Allen
Financial advisor at Asset One Wealth Management, LLC
Asset One Wealth Management, LLC · $982.5M AUM
CFP®VerifiedFinancial planning
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Adam Walls
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Alexander Parker
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Amanda Clifton
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Amanda Stiger
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Andrea Hartung
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Angela Schumaker
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Anthony Hixon
Financial advisor at Hixon Zuercher Capital Management
Hixon Zuercher Capital Management · $487.7M AUM
VerifiedFinancial planning
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Austin Wilson
Financial advisor at Hixon Zuercher Capital Management
Hixon Zuercher Capital Management · $487.7M AUM
VerifiedFinancial planning
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Benjamin Wagner
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Bradley Tonjes
Financial advisor at Tonjes Financial Group
Tonjes Financial Group · $457K AUM
VerifiedFinancial planning
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Brayden Thomas
Financial advisor at Resolute Wealth Advisor, Inc.
Resolute Wealth Advisor, Inc. · $293.8M AUM
VerifiedFinancial planning
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Brent Jackson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brian Beaston
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Brian Stark
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Carmen Mangiola
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Chad Edel
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Charles Rogers
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Daniel Lincoln
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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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 Findlay, 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 Findlay, OH.

How this list works

Before you hire an advisor in Findlay, OH