Financial advisors in Pickerington, OH

32 advisors · page 1 of 2

Brett Coffing
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brian Steele
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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David Stone
Financial advisor at Personal Financial Advisors, Inc.
Personal Financial Advisors, Inc. · $80.3M AUM
CFP®VerifiedFinancial planning
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Jacob Hrusovsky
Financial advisor at Personal Financial Advisors, Inc.
Personal Financial Advisors, Inc. · $80.3M AUM
CFP®VerifiedFinancial planning
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Laura Wall
Financial advisor at Personal Financial Advisors, Inc.
Personal Financial Advisors, Inc. · $80.3M AUM
CFP®VerifiedFinancial planning
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Lori Eisel
Financial advisor at Arcadia Financial Partners, LLC
Arcadia Financial Partners, LLC
CFP®VerifiedFinancial planning
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Randy Holloway
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Roger Southward
Financial advisor at Southward Financial Services, LLC
Southward Financial Services, LLC · $9.5M AUM
CFP®VerifiedFinancial planning
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Andrew Phillips
Financial advisor at Phillips Wealth Management LLC
Phillips Wealth Management LLC · $102.3M AUM
VerifiedFinancial planning
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Carrie Chodera
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Conner Peine
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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David Hertl
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Dennis Willeck
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Fredricka Agyekum
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Isaac Aulick
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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James Powers
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Jana Dellaflora
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Jeffrey Kerbler
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Jennie Fravel
Financial advisor at Phillips Wealth Management LLC
Phillips Wealth Management LLC · $102.3M AUM
VerifiedFinancial planning
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Mark Phillips
Financial advisor at Phillips Wealth Management LLC
Phillips Wealth Management LLC · $102.3M AUM
VerifiedFinancial planning
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Matthew Moore
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
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Michael Haringa
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Natalie Collins
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Nicholas Cone
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Olusheye Ayeni
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Richard Wynn
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Rodney Huffman
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Ronald Gilliland
Financial advisor at Allstate Financial Advisors, LLC
Allstate Financial Advisors, LLC · $142.4M AUM
Verified
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Shannon Young-Frey
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Spencer Peine
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B 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 Pickerington, 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 Pickerington, OH.

How this list works

Before you hire an advisor in Pickerington, OH