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Robert T
Series 63, Series 65
Toledo, OH
Signature Equity Partners, LLC
Robert Thompson is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management, Concorde Investment Services, and Integrated Financial Resources, Inc. Thompson is also a licensed insurance agent involved in life insurance and long-term care insurance renewals. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and third-party money manager selection.
John R
CFP®, Series 63, Series 65
Toledo, OH
Signature Equity Partners, LLC
John Ross is a CFP® with 41 years of experience in financial advisory services. He is currently with Signature Equity Partners, LLC and Osaic Wealth since 2026, following 14 years at Concorde Asset Management and Concorde Investment Services, and a long tenure at Integrated Financial Resources. Outside of his advisory work, Ross is a member of the University of Toledo Varsity T-Club and the Fellowship of Christian Athletes, participating in community and faith-based activities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to deliver customized portfolio management and financial planning services.
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