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70 advisors near
45883
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Out of 400,000+ nationwide
Lori H
Series 66
Coldwater, OH
Edward Jones
Lori Homan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at National Mutual Insurance Company for 16 years before joining Edward Jones in 2023. 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.
Daniel K
Series 66
Coldwater, OH
Cetera
Daniel Koesters is a Series 66-registered financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has held various roles at Moorman, Harting & Co., where he oversees the tax department as a tax partner. Koesters is also involved as an owner in Moorman, Harting Partnership and provides financial services through Moorman Harting Financial Services, LTD. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
James H
Series 66
Celina, OH
Edward Jones
James Hiles is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Hiles serves as a financial board member for Celina First Church of God, where he helps oversee the church's finances without direct money handling or investment decision responsibilities. 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, manages approximately $1.01 trillion in assets, and operates a large network of financial advisors and branch offices nationwide.
Kevin G
Series 66
Saint Marys, OH
LPL Financial
Kevin Glass is a financial advisor with LPL Financial in Saint Marys, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2009. Outside of advising, he is involved in fixed insurance product sales and operates a tax preparation service. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.
Seth K
Series 66
Minster, OH
Cetera
Seth Kelch is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has held positions at Cetera Investment Services, Cambridge Investment Research, and Minster Bank. Kelch serves as the president of a local property owners association, where he manages community services such as landscaping and snow removal. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and consulting services.
Joseph S
Series 66
Saint Marys, OH
LPL Enterprise
Joseph Speck is a financial advisor with LPL Enterprise holding a Series 66 license and one year of industry experience. His prior roles include employment at The Prudential Insurance Company of America and Pruco Securities LLC, as well as involvement in day trading and work as a power tool repair technician. Outside of advisory work, he is a distributor for Herbalife. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.
Randall K
Series 66
Coldwater, OH
Cetera
Randall Kaup is a financial advisor with Cetera and holds a Series 66 designation. He has 20 years of industry experience, including roles at Avantax Advisory Services, 1st Global Advisors, and Moorman, Harting & Company. He serves as a board member of the Coldwater Park Board in Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and their clients, including individual, retirement plan, corporate, charitable, and institutional accounts. The firm offers various portfolio management, financial planning, and delegated retirement services across multiple program platforms and custodial relationships.
Scott G
CFP®, Series 66
Versailles, OH
OSAIC
Scott Garrison is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is the president and founder of TASKS, Inc., a nonprofit organization involved in fundraising and board coordination. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platform solutions to manage portfolios across various asset classes.
Andrew S
Series 66
Minster, OH
LPL Financial
Andrew Schmitmeyer is a financial advisor with LPL Financial in Minster, Ohio. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Cetera and Minster Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, and retirement consulting through a broad network of investment adviser representatives.
Jenson M
Series 66
St. Marys, OH
Edward Jones
Jenson Merricle is a financial advisor at Edward Jones in St. Marys, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Lower.com/Homeside Financial for five years and Engage Business Health Services for one year. 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, access to separately managed accounts, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.
Jonathan Y
Series 63
Coldwater, OH
Edward Jones
Jonathan Yoder is a financial advisor with Edward Jones in Coldwater, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Board President of the Coldwater Hospital Medical Foundation and has held leadership positions with the Coldwater Community Picnic and Coldwater Depot boards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.
Amanda H
Series 66
Celina, OH
Cetera
Amanda Homan is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co., where she also provides tax preparation services. Amanda operates out of Celina, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.
Trisha B
Series 66
St Marys, OH
Edward Jones
Trisha Barnes is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she organizes activities and fundraisers as a class advisor for the Waynesfield Goshen Schools’ high school class of 2028. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a network of approximately 23,701 financial advisors nationwide. The firm provides advisory services under a fiduciary standard and maintains additional capabilities including affiliated mutual funds and a trust company.
Tanya T
Series 66
New Bremen, OH
Edward Jones
Tanya Temple is a financial advisor at Edward Jones with two years of industry experience. She previously worked for 14 years at 3 Rivers Federal Credit Union. Tanya is associated with her husband’s locksmith business, Octane-N-Varnish, LLC, as an unpaid agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Richard H
Series 63, Series 65
St Marys, OH
LPL Financial
Richard Huckeriede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Linsco/Private Ledger, now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Renee K
Series 66
Coldwater, OH
Cetera
Renee Knoth is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Avantax firms and 1st Global Advisors, with additional experience assisting financial advisors and preparing individual tax returns at Moorman, Harting & Company. Outside her advisory work, she manages invoicing for two local trucking companies operated by her family. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.
Justin W
Series 66
Minster, OH
LPL Enterprise
Justin Wissman is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to his advisory role, he has held positions in education and corporate employment, including work at The Ohio State University and Clopay Corporation. Wissman is also involved in a non-variable insurance agency. LPL Enterprise serves a diverse client base, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory and brokerage services alongside insurance product sales through affiliated entities.
Robert K
Series 63, Series 65
Coldwater, OH
LPL Financial
Robert Knapke is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at FSC Securities Corp., Independent Capital Management LLC, and OSAIC. Outside of his advisory role, Knapke manages Knapke Brothers Cattle Co. LLC, a farming business in 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.
Jacob B
Series 66
Minster, OH
Edward Jones
Jacob Bruns is a financial advisor at Edward Jones in Minster, Ohio, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2018, he worked at Sherwin-Williams Company for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.
Jeffrey D
Series 63
Saint Marys, OH
LPL Financial
Jeffrey Dieringer is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2010. Outside of his advisory role, he also serves as a general agent for non-variable insurance products, including life, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services with both discretionary and non-discretionary management, supported by model portfolios, research, and various investment strategies.
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Finding advisors...
70 advisors near
45883
within the area shown on the map
Out of 400,000+ nationwide