Financial advisors in Xenia, OH

23 match

Brian Tegtmeyer
Financial advisor at Truly Prosper Financial Planning LLC
Truly Prosper Financial Planning LLC · $70.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Pope
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 ↗
Annette Quinter
Financial advisor at James Investment Research Inc
James Investment Research Inc · $1.21B AUM
VerifiedFinancial planning
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Brian Shepardson
Financial advisor at James Investment Research Inc
James Investment Research Inc · $1.21B AUM
VerifiedFinancial planning
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Bruce Newell
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Collin Crowe
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David McGowan
Financial advisor at James Investment Research Inc
James Investment Research Inc · $1.21B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Diane Rose
Financial advisor at James Investment Research Inc
James Investment Research Inc · $1.21B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Cain
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Edward Kapfhammer
Financial advisor at Spire Wealth Management, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
VerifiedFinancial planning
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Heather Abshear
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Heather Daum
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kent Montgomery
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Lesley Ott
Financial advisor at James Investment Research Inc
James Investment Research Inc · $1.21B AUM
VerifiedFinancial planning
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Michael Reed
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Saner
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rachel Ramsayer
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Richard Culpepper
Financial advisor at James Investment Research Inc
James Investment Research Inc · $1.21B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Beach
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ryan Post
Financial advisor at James Investment Research Inc
James Investment Research Inc · $1.21B AUM
VerifiedFinancial planning
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Sarah Selke
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Tobia Pierce
Financial advisor at Spire Wealth Management, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
VerifiedFinancial planning
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Trent Dysert
Financial advisor at James Investment Research Inc
James Investment Research Inc · $1.21B 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 Xenia, 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 Xenia, OH.

How this list works

Before you hire an advisor in Xenia, OH