Financial advisors in Mentor, OH

78 match · page 1 of 3

Bobbi Bruner
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Rotsky
Financial advisor at Kinetic Wealth Investment Advisors, LLC
Kinetic Wealth Investment Advisors, LLC · $214.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connie Lee
Financial advisor at Lakeridge Wealth Management LLC
Lakeridge Wealth Management LLC · $805.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Everard Corcoran
Financial advisor at Kinetic Wealth Investment Advisors, LLC
Kinetic Wealth Investment Advisors, LLC · $214.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jarad Regano
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Herbruck
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Croyle
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kayla Stowe
Financial advisor at Lakeridge Wealth Management LLC
Lakeridge Wealth Management LLC · $805.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marc McLean
Financial advisor at Mclean Financial Planning and Investment Management
Mclean Financial Planning and Investment Management · $16.4M AUM
CFP®VerifiedFinancial planning
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Mitchell Seelinger
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nancy Williams
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Packer
Financial advisor at Kinetic Wealth Investment Advisors, LLC
Kinetic Wealth Investment Advisors, LLC · $214.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Marn
Financial advisor at Timewealth Advisors Inc.
Timewealth Advisors Inc. · $41.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Waldron
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 ↗
Andrew Zalic
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 ↗
Anthony Platano
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Beth Schneider
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 ↗
Brandon Fritts
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 ↗
Brian Distler
Financial advisor at Lakeridge Wealth Management LLC
Lakeridge Wealth Management LLC · $805.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Lafata
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Fox
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Thomas
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Schulz
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 ↗
Christopher Dement
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel McGinnis
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 ↗
Daniel Midgley
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Rayl
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darren Brooks
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dave Molnar
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edward Rigo
Financial advisor at Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, Incorporated · $18.92B 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 Mentor, 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 Mentor, OH.

How this list works

Before you hire an advisor in Mentor, OH