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72 advisors near
43545
within the area shown on the map
Out of 400,000+ nationwide
Andrew B
Series 66
Archbold, OH
Raymond James Financial
Andrew Bentley is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at MWA Financial Services Inc., Modern Woodmen of America, NYLIFE Securities LLC, and Farmers and Merchants State Bank. Outside of his advisory role, Bentley is an independent sales representative for Three Cord, LLC, a local screen print and embroidery company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.
Edward R
Series 63, Series 65
Archbold, OH
Raymond James Financial
Edward Roth is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 52 years of industry experience. Roth has been with Raymond James in various capacities since 1991. Outside of his advisory work, he is an author of several books and serves as an arbitrator on the FINRA Arbitration Panel. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.
Jacob N
Series 66
Wauseon, OH
Edward Jones
Jacob Newlove is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Auto-Owners Insurance Company and several other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated offerings through a nationwide network of over 23,000 financial advisors.
Tina N
Series 63, Series 66
Archbold, OH
LPL Financial
Tina Nofzinger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of her advisory work, she has been employed as a bartender at Sauder Village on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.
Matthew C
Series 63, Series 66
Napoleon, OH
Thrivent Investment Management
Matthew Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 registrations and bringing 17 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based, holistic planning across a wide range of topics, offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.
Owen N
Series 66
Wauseon, OH
Edward Jones
Owen Newlove is a financial advisor at Edward Jones in Wauseon, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Penrod & George and H&R Block, as well as several non-financial positions including employment at Biggby Coffee and The Ohio State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.
David R
Series 66
Pettisville, OH
Raymond James Financial
David Rupp is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Cellular Sales and Indiana Wesleyan University. Outside of advising, he is a partner in Kingdom Seasonings and Rubs LLC, where he manages inventory and designs product labels. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.
Marcia G
Series 66
Napoleon, OH
Thrivent Investment Management
Marcia Gobrogge is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2007. She has 18 years of industry experience. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations across various planning topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”
Christopher R
Series 66
Napoleon, OH
Thrivent Investment Management
Christopher Ridley is a Series 66 licensed advisor at Thrivent Investment Management with two years of industry experience. He previously operated The RIDGE Project for 16 years. Ridley is also the owner and operator of The Ridley Company, LLC, a real estate investment business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without managing client portfolios directly.
Stephen K
Series 63, Series 65
Defiance, OH
LPL Enterprise
Stephen Kryder is a financial advisor with LPL Enterprise in Defiance, Ohio, holding Series 63 and Series 65 designations and 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. Outside of his advisory role, he is the chairman of the Henry County Board of Elections. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Matthew S
Series 63
Defiance, OH
Edward Jones
Matthew Schmenk is a financial advisor at Edward Jones in Defiance, OH, holding a Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he owns commercial property businesses involved in building rental and development. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate investors. The firm manages approximately $1.01 trillion in assets with a broad network of advisors and offers a range of investment strategies as well as affiliated mutual funds and tax-efficient services.
Maureen K
Series 66
Defiance, OH
Cetera
Maureen Killion is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and The State Bank and Trust Company. Outside of her advisory role, she serves on the marketing and retention committee of the Defiance Economic Development Chamber of Commerce, where she helps plan events and provides guidance to young workforce members. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.
David C
Series 63, Series 66
Napoleon, OH
Thrivent Investment Management
David Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he manages DCCRAN, LLC, which maintains office property used for Thrivent-related business and supports community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning covering topics such as retirement, income tax, and estate planning, without providing portfolio management or discretionary trading authority.
Nicholas B
Series 66
Defiance, OH
Edward Jones
Nicholas Buckland is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Toledo and Concrete Couple. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Jeremy O
Series 66
Defiance, OH
Edward Jones
Jeremy Otte is a financial advisor at Edward Jones in Defiance, OH, holding a Series 66 credential with nine years of industry experience. He previously worked at The RIDGE Project from 2014 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.
Jeffrey R
Series 63, Series 65
Pettisville, OH
Raymond James Financial
Jeffrey Roth is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 33 years of industry experience. He is the owner of Roth, Britsch, Dickman, Inc. and has worked as an individual auctioneer. At Raymond James Financial, he has been affiliated since 1992. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers specialized programs for small businesses and integrates municipal advisory and public finance capabilities through its affiliate network.
Wanda N
Series 66
Wauseon, OH
Edward Jones
Wanda Newlove is a Series 66-credentialed financial advisor with Edward Jones in Wauseon, OH, and has four years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory practice, she manages rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
Wendy E
Series 66
Wauseon, OH
Edward Jones
Wendy Eitniear is a financial advisor with Edward Jones, holding a Series 66 designation and bringing six years of experience in the industry. She previously worked at Midwest Community Federal Credit Union for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Terry H
CFP®, Series 66
Napoleon, OH
Edward Jones
Terry Herman is a CFP® and holds a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in managing rental properties in Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Kenneth B
CFP®
Defiance, OH
Cetera
Kenneth Boroff is a CFP® professional with 25 years of experience, currently serving at Cetera since 2001. He is also a partner at Steyer & Co., a CPA firm where he has worked since 1991. Boroff is a trustee for ProMedica Defiance Regional Hospital and manages an online retail and vacation property rental business through 2KB LLC. Cetera Investment Advisers LLC operates as a multi-manager platform providing services to individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and $256 billion in assets under management.
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Finding advisors...
72 advisors near
43545
within the area shown on the map
Out of 400,000+ nationwide