Financial advisors in Upper Arlington, OH

39 match · page 1 of 2

Brad Hennebert
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
CFP®VerifiedFinancial planning
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Caitlin Davis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Craig Novosel-Johnson
Financial advisor at Wealthought LLC
Wealthought LLC · $25.2M AUM
CFP®VerifiedFinancial planning
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Curtis Reed
Financial advisor at Welspire LLC
Welspire LLC · $26.5M AUM
CFP®VerifiedFinancial planning
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Fred Minich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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James Blue
Financial advisor at Blue Advisors
Blue Advisors · $18.4M AUM
CFP®VerifiedFinancial planning
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Joseph Lotozo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Joshua Allen
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
CFP®VerifiedFinancial planning
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Spencer Hawkins
Financial advisor at Spencer Hawkins Investment Adviser, LLC
Spencer Hawkins Investment Adviser, LLC · $3.2M AUM
CFP®VerifiedFinancial planning
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Stephen Geraghty
Financial advisor at Kovalcik & Geraghty Wealth Partners LLP
Kovalcik & Geraghty Wealth Partners LLP · $299.1M AUM
CFP®VerifiedFinancial planning
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Tyler Keenan
Financial advisor at Fiducia Wealth Management
Fiducia Wealth Management · $53M AUM
CFP®VerifiedFinancial planning
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Alyse Breidenbach
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Benjamin Cross
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Benjamin Randall
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Bradley Boeckmann
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Branda Allen
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Christopher Rhorer
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Cody Anderson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Dakota Van Horn
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Daniel Renz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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David Meske
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Derek Kesig
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Edward Kindler
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Elena Duffner
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Fiona Minich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Riley
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Klinton Krieger
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Krista Kramer
Financial advisor at Tcp Asset Management, LLC
Tcp Asset Management, LLC · $1.18B AUM
VerifiedFinancial planning
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Kyle Mawhorr
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Hanuska
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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 Upper Arlington, 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 Upper Arlington, OH.

How this list works

Before you hire an advisor in Upper Arlington, OH