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88 advisors near
45804
within the area shown on the map
Out of 400,000+ nationwide
Rebecca B
Series 66
Lima, OH
J.P. Morgan Securities
Rebecca Baugh is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. She holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Ann M
Series 66
Lima, OH
LPL Financial
Ann Meiring is a financial advisor with LPL Financial based in Lima, Ohio, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Raymond James Financial, Edward Jones, and Rockhold Wentling Financial Advisors. Outside of her advisory duties, she is involved with Citizens National Bank and engages in life insurance sales on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.
Cameron L
Series 66
Lima, OH
Edward Jones
Cameron Lauck is a financial advisor with Edward Jones in Lima, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at Tiffin University and Indiana Wesleyan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.
Lynn M
Series 66
Lima, OH
Cetera
Lynn Metzger is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. She has worked with Cetera since 2021, following seven years at VOYA Financial Advisors. Metzger also operates Metzger Financial Services, a registered representative and independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.
Stephanie M
Series 66
Lima, OH
Edward Jones
Stephanie Moos is a Series 66 licensed financial advisor with Edward Jones, based in Lima, Ohio. She has 11 years of industry experience, including 12 years with Edward Jones. 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, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.
Corey N
Series 66
Delphos, OH
Edward Jones
Corey Norton is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Delphos, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Zachary L
CFP®, Series 66
Lima, OH
Edward Jones
Zachary Lauck is a CFP®-certified financial advisor with Edward Jones in Lima, Ohio, where he has worked since 2012. He holds a Series 66 license and has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.
Tony S
Series 63, Series 66
Wapakoneta, OH
Edward Jones
Tony Stinebaugh is a financial advisor at Edward Jones in Wapakoneta, Ohio, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2015. Prior to that, he worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he has experience in football officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.
Matthew M
Series 65, Series 66
Lima, OH
Cetera
Matthew Metzger is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 27 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Outside of financial advising, he is a sports talk radio host and serves as president of a high school basketball club focused on fundraising. Cetera Investment Advisers LLC operates as an SEC-registered adviser with a nationwide network of over 10,000 independent advisors. The firm serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program structures.
Miranda R
Series 66
Lima, OH
Edward Jones
Miranda Rose King is a financial advisor with Edward Jones, holding a Series 66 designation and over seven years of industry experience. Her prior roles include positions at Whirlpool Corporation and Aztec Research and Marketing. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Courtney N
Series 66
Lima, OH
Edward Jones
Courtney Neumeier is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her advisory role, she served as a bulletin editor for St Charles Borromeo Catholic Church in Lima, 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 programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.
Andrew S
Series 66
Wapakoneta, OH
LPL Financial
Andrew Strasburg is a financial advisor at LPL Financial with 13 years of industry experience and a Series 66 designation. He has worked with Lincoln Financial Securities Corp and operates Strasburg Financial Group and Strasburg Insurance Group, LLC, where he is involved in insurance sales including life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports over 22,800 advisors managing more than $819 billion in discretionary assets.
Michael F
Series 66
Lima, OH
Edward Jones
Michael Fisher is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 24 years at Buckeye Hardware Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.
Robert S
Series 63
Ada, OH
Raymond James Financial
Robert Szuch is a financial advisor at Raymond James Financial with 42 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of his advisory work, he is a co-owner of Avalon Del. Group, a business he owns and operates with his son. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and models to guide client decisions, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Lucas S
Series 66
Wapakoneta, OH
Edward Jones
Lucas Severt is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in various roles including lawn care and corporate positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.
Alex O
Series 66
Elida, OH
Ameriprise
Alex Odenweller is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise in various capacities since 2017. Outside of his advisory role, he serves on the boards of the Delphos Area Chamber of Commerce and the Delphos Economic Sustainability Coalition. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing tax-aware retirement planning advice, utilizing proprietary research and third-party data within a defined investment framework.
Robert N
Series 63
Delphos, OH
Edward Jones
Robert North is a financial advisor at Edward Jones with 33 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, he is involved as a member or partner in several LLCs related to farming and commercial real estate, as well as a semi-private golf course, though these are passive holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs and fiduciary services. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities including a trust company and proprietary mutual funds.
Edward A
Series 63, Series 66
Lima, OH
STIFEL
Edward Abbey Jr. is a financial advisor with Stifel in Lima, Ohio, holding Series 63 and Series 66 licenses and having 51 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.
Jeffrey O
Series 63, Series 65
Wapakoneta, OH
Edward Jones
Jeffrey Overberg is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a rental property in Inlet Beach, Florida, managed by a third-party company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Landon N
Series 65, Series 63
Lima, OH
LPL Financial
Landon Neuman is a financial advisor with LPL Financial in Lima, Ohio, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Wfgia, alongside managing Midwest Metal Fabricators LLC. In addition to his advisory work, he serves as assistant manager at Midwest Metal Fabricators LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, with advisors implementing strategies that include model portfolios, third-party subadvisors, and customized allocations.
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Finding advisors...
88 advisors near
45804
within the area shown on the map
Out of 400,000+ nationwide