Financial advisors in Maumee, OH

193 advisors · page 2 of 7

Stephanie Smith-Tremoulis
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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Steven Schwartz
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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Tad Sobieszczanski
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
CFP®VerifiedFinancial planning
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Terry Stamper
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Thomas Fields
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Timothy Roth
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Adam Hornack
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Amanda Cutway
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Andrew Hackney
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Andrew Paule
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Andrew Smigelski
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Angelo Spinazze
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
VerifiedFinancial planning
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Anna Brubaker
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
VerifiedFinancial planning
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Anna Christine
Financial advisor at Golden Reserve Retirement, LLC
Golden Reserve Retirement, LLC · $544.3M AUM
VerifiedFinancial planning
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Anthony Desch
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Bonnie Huff
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Brenda Kennedy
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Brian McCabe
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Brian McKenna
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Camden Riegel
Financial advisor at Foguth Wealth Management, LLC.
Foguth Wealth Management, LLC. · $1.07B AUM
VerifiedFinancial planning
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Chad Clay
Financial advisor at Glass City Capital Management, LLC
Glass City Capital Management, LLC · $5.9M AUM
Verified
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Chad Kreilick
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
VerifiedFinancial planning
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Charles Bennett
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
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Charles Jones
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Chase Canning
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Christine Bottles
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Christopher Erblich
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
VerifiedFinancial planning
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Christopher Proctor
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Christopher Winters
Financial advisor at Tfo Wealth Partners
Tfo Wealth Partners · $5.66B AUM
VerifiedFinancial planning
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Connor Judy
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 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