Financial advisors in Maumee, OH

188 match · page 1 of 7

Alexander Black
Financial advisor at Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC · $14.43B AUM
CFP®VerifiedFinancial planning
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Benjamin Taylor
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Benjamin Taylor
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Bernard Barrow
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Brady Fineske
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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Bruce Cartwright
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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Chaz Price
Financial advisor at The Retirement Guys Formula
The Retirement Guys Formula · $276.9M AUM
CFP®VerifiedFinancial planning
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Daniel Acheson
Financial advisor at Munn Wealth Management, LLC
Munn Wealth Management, LLC · $242.3M AUM
CFP®VerifiedFinancial planning
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Daniel Finkel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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David Munn
Financial advisor at Munn Wealth Management, LLC
Munn Wealth Management, LLC · $242.3M AUM
CFP®VerifiedFinancial planning
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Gary Lesage
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Isaac Demarest
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jaden McMullen
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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James Herrick
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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John Cordes
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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John Engler
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Machcinski
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
CFP®VerifiedFinancial planning
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Jordan Crabb
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karla Stanton
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristy Turnwald
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
CFP®VerifiedFinancial planning
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Mahamed Moubarak
Financial advisor at Munn Wealth Management, LLC
Munn Wealth Management, LLC · $242.3M AUM
CFP®VerifiedFinancial planning
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Matthew Garrow
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Matthew Schwartz
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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Matthew Sheridan
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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Muhammed-Kabeer Gbaja-Biamila
Financial advisor at Atlantis Wealth Advisors LLC
Atlantis Wealth Advisors LLC · $150.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Aloi
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rachel Long
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Russell Karban
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Savage
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Savage
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 Maumee, 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 Maumee, OH.

How this list works

Before you hire an advisor in Maumee, OH