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98 advisors near
45830
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Out of 400,000+ nationwide
Casey S
Series 66
Lima, OH
LPL Financial
Casey Sanders is a financial advisor with LPL Financial in Lima, Ohio, holding a Series 66 designation. He has been with LPL Financial since 2025 and also has experience working with Superior Credit Union. Sanders previously attended The Ohio State University and has held various roles in retail and community settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through its national network of investment adviser representatives.
Linda O
Series 63
Bluffton, OH
LPL Financial
Linda Owens is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. She has been with LPL Financial LLC, previously known as Linsco/Private Ledger Corp., since 2005. Owens operates a separate business under the name Citizens Wealth Management Group in Celina, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.
Cherie T
Series 66
Lima, OH
J.P. Morgan Securities
Cherie Turnwald is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 29 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Jeffrey L
Series 66
Lima, OH
Edward Jones
Jeffrey Lee is a financial advisor at Edward Jones in Lima, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for ten years at Howard Johnson Hotel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Ann M
Series 66
Lima, OH
LPL Financial
Ann Meiring is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 credential and has worked with firms including Edward Jones, Raymond James Financial, and The Citizens National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.
Joshua B
Series 66
Glandorf, OH
Edward Jones
Joshua Buckland is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Fortman Insurance Services from 2019 to 2023 and UIS Insurance & Investments from 2016 to 2019. Outside of advisory work, Buckland is involved in property management through his roles with BSB Properties LLC and BBR Partners LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Kelsie S
Series 66
Ottawa, OH
Edward Jones
Kelsie Salisbury is a financial advisor at Edward Jones in Ottawa, OH, holding a Series 66 designation with one year of industry experience. She has been associated with Edward Jones since 2011. Outside of her advisory role, she is involved in managing an LLC created to transfer ownership of her parents' house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm is notable for its large national network of financial advisors and branch offices, as well as its affiliated trust company, mutual funds, and securities-based lending options.
Erin S
Series 66
Ottawa, OH
Edward Jones
Erin Schroeder is a financial advisor at Edward Jones with 20 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she serves as treasurer for the Trinity United Methodist Women in Ottawa, OH. 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 with a large nationwide network of advisors and offers a range of advisory and investment solutions under a fiduciary standard.
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.
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.
Adam H
CFP®, Series 66
Ottawa, OH
Edward Jones
Adam Hershberger is a CFP® and holds a Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at PricewaterhouseCoopers from 2015 to 2018. He is based in Ottawa, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gabrielle S
Series 65, Series 63
Ottawa, OH
Cetera
Gabrielle Schmiedebusch is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked with Cetera and its affiliated entities since 2021 and also serves as an account manager for UIS Insurance & Investments. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program structures and custodial relationships, overseeing more than $256 billion in assets.
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.
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.
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.
Stephanie P
Series 66
Delphos, OH
Cetera
Stephanie Patton is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. She has previously worked at U.S. Bancorp Investments, Inc. and is currently associated with Rahrig Financial Group. Outside of her financial career, she is a partner and co-founder of The Haunted Enthusiasts, a business focused on touring and consulting with haunted attractions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.
Circe K
CFP®, Series 66
Ottawa, OH
Edward Jones
Circe Krout is a CFP®-designated financial advisor with Edward Jones, based in Ottawa, Ohio, and has five years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. 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.
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98 advisors near
45830
within the area shown on the map
Out of 400,000+ nationwide