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73 advisors near
45845
within the area shown on the map
Out of 400,000+ nationwide
Robert K
Series 63, Series 65
Coldwater, OH
LPL Financial
Robert Knapke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at FSC Securities Corp., Independent Capital Management LLC, and OSAIC. Outside of his advisory work, he manages a cattle farming business in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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.
Ryan L
Series 66
St Henry, OH
Edward Jones
Ryan Lange is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at The St. Henry Bank. In addition to his advisory role, Ryan plans to begin raising steers as a farming venture pending contract approvals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Janell K
Series 66
Maria Stein, OH
Cetera
Janell Kuck is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2025, she worked at Maloney + Novotny LLC for ten years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.
John G
Series 66
Coldwater, OH
LPL Financial
John Gonzalez is a financial advisor with LPL Financial in Coldwater, OH. He holds the Series 66 designation and has three years of industry experience, including prior roles at OSAIC and Independent Capital Management. Gonzalez is also involved with Independent Capital Management outside of his duties at LPL. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with tools such as model portfolios and research platforms.
Zachary S
Series 66
Versailles, OH
OSAIC
Zachary Steinbrunner is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Royal Alliance Associates and Prenger Financial Services. Outside of his advisory work, he serves as secretary of the local Lions Club and is a board member responsible for bulk orders at the annual Poultry Days festival in Versailles, Ohio. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, and financial planning services. The firm uses a variety of tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.
Steven E
Series 63, Series 65
Minster, OH
Cetera
Steven Eiting is a financial advisor with Cetera in Minster, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera since 2014 and has a long-standing role at Minster Bank dating back to 1999, where he manages the trust department. Outside of his advisory work, he serves on the St Augustine Parish Committee and acts as a trustee for a family living trust. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, accommodating various investment strategies and program structures.
Dianne P
Series 66
Sidney, OH
J.P. Morgan Securities
Dianne Pitts is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, having previously worked at JPMorgan Chase Bank, N.A. since 1988. Outside of her advisory role, she is a part-owner of a family farm operated through Platfoot Brothers LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Sheri L
Anna, OH
Cambridge Investment Research Advisors
Sheri Latimer is a financial advisor with Cambridge Investment Research Advisors, holding over 42 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and also has longstanding affiliations with Lutheran Mutual Life Insurance and Century Companies since 1982. In addition to her advisory work, she operates as an independent insurance agent for various companies through Preferred Planning Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party strategies delivered through a network of independent Financial Professionals.
Antonio G
Series 63, Series 65
Coldwater, OH
LPL Financial
Antonio Gonzalez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior firms include FSC Securities Corporation, where he worked for 26 years, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Clasena S
Series 63
Sidney, OH
Edward Jones
Clasena Sielschott is a financial advisor with Edward Jones in Sidney, Ohio, holding a Series 63 designation and having 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, with approximately $1.01 trillion in assets under management. The firm maintains a large network of financial advisors and branch offices and operates under a fiduciary standard.
Gregory B
Series 66
Grafton, OH
Edward Jones
Gregory Beier is a financial advisor with Edward Jones in Grafton, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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 nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.
David O
Series 66
Minster, OH
Cetera
David Oliver is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has worked at Cetera Investment Advisers and Cetera Investment Services since 2018, and previously worked at W&S Brokerage Services and Western Southern Life. Outside of his advisory role, he serves as a board member of the Southwest Auglaize County Chamber of Commerce. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by affiliated and third-party managers.
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Finding advisors...
73 advisors near
45845
within the area shown on the map
Out of 400,000+ nationwide