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27 advisors near
43567
within the area shown on the map
Out of 400,000+ nationwide
Ned W
Series 63, Series 65
Archbold, OH
Childs Investment Group, Inc.
Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.
Kirk W
Series 66
Archbold, OH
Childs Investment Group, Inc.
Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.
Michael C
Series 63, Series 66
Archbold, OH
Childs Investment Group, Inc.
Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.
Andres P
Series 63
Archbold, OH
724 Capital, LLC
Andres Peterson is a financial advisor with 22 years of industry experience, currently with 724 Capital, LLC since 2022. He holds a Series 63 designation and has worked at firms including F3 Logic, LLC, Independent Financial Group, LLC, CIG Financial Services, National Planning Corporation, and Childs Investment Group, Inc. Peterson is also involved in insurance sales through CIG Financial Services. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with a focus on long-term trading and regular portfolio monitoring.
Alan W
Series 63, Series 66
Archbold, OH
724 Capital, LLC
Alan Wyse is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at 724 Capital, LLC, CIG Financial Services, Inc., National Planning Corporation, and Childs Investment Group, Inc. He serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network, utilizing a variety of advisory programs and third-party asset managers.
Hudson C
Series 65
Archbold, OH
724 Capital, LLC
Hudson Childs is a financial advisor with 724 Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Sauder Manufacturing and Systech Handling. 724 Capital, LLC manages approximately $259 million and provides portfolio management, pension consulting, and financial planning services to individuals, corporations, and retirement plans. The firm uses a combination of model allocations and customized plans, employing various analytical methods and conducting monthly account reviews.
Trevor R
Series 66
Archbold, OH
724 Capital, LLC
Trevor Rupp is a financial advisor with 3 years of industry experience, currently affiliated with 724 Capital, LLC. He holds a Series 66 designation and has worked at firms including Independent Financial Group, LLC and Thrivent Financial. Outside of his advisory work, he has experience managing operations at a local public golf course. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and may use higher-risk instruments and third-party managers, providing tailored investment solutions with ongoing monitoring and reporting.
Evan A
Series 65
Archbold, OH
Gibbs Wealth Management, LLC
Evan Allen is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with one year of industry experience. He previously worked at Senior Planning Estate Services, where he served as an insurance advisor. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations.
James R
Series 63, Series 66
Wauseon, OH
Eagle Strategies (NY Life)
James Reeves is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 16 years of industry experience and has been associated with Eagle Strategies since 2017. Besides his advisory work, he volunteers with the Wauseon School District Finance Committee and participates in local fundraising efforts through West Valley Mavericks. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.
Shari W
CFP®, Series 66
Archbold, OH
Money Concepts Capital Corp
Shari Wyse is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2007. She previously worked at First Federal Bank of Defiance for 14 years. Wyse is also the owner of Wyse Financial Group LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates with a dual adviser and broker-dealer structure that includes specialized services such as variable annuity management.
Scott R
Series 63, Series 65
Pettisville, OH
Raymond James Financial
Scott Rupp is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he is a partner at Kingdom Seasonings & Rubs, a business that creates and packages dry rubs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisory programs and institutional consulting services.
Kimberly B
CFP®, Series 66
Wauseon, OH
Edward Jones
Kimberly Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked with Edward Jones since 2018 and was previously employed at Midwest Community Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Douglas B
Series 63
Archbold, OH
LPL Financial
Douglas Bernath is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in an insurance agency focused on life, long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and advanced technologies such as machine learning.
Blake S
CFP®, Series 66
Napoleon, OH
Edward Jones
Blake Sizemore is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009, totaling 16 years of industry experience. He holds the Series 66 license and operates out of Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.
Andrew B
Series 66
Archbold, OH
Raymond James Financial
Andrew Bentley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked at MWA Financial Services Inc., Modern Woodmen of America, and NYLIFE Securities LLC. Outside of financial advising, he is an independent sales representative for Three Cord, LLC, a local screen print and embroidery company serving teams and groups. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs.
Edward R
Series 63, Series 65
Archbold, OH
Raymond James Financial
Edward Roth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Raymond James since 1991 and serves as an arbitrator on the FINRA Arbitration Panel. Outside of advising, Roth is an author of several books including a co-authored chapter in "Pay It Forward." 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 institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities such as municipal advising and a SIMPLE IRA Employer Advisory program.
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.
Janelle D
Series 63
Delta, OH
Cetera
Janelle Debacker is a financial advisor at Cetera with 28 years of industry experience. She holds a Series 63 designation and has worked with Avantax and Hawthorne Financial, where she also serves as owner and sole proprietor. Additionally, she is the fiscal officer for York Township and owns a boutique selling dog-related items. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.
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.
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 history including roles at Cellular Sales and Indiana Wesleyan University. Outside of finance, he is a partner in Kingdom Seasonings and Rubs LLC, where he manages inventory and product label design. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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 licenses and has 33 years of industry experience. He has been with Raymond James Financial since 2009 and owns Roth, Britsch, Dickman, Inc., a support company. Outside of advisory work, he has also worked as an individual auctioneer. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.
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.
Anthony J
Series 66
Wauseon, OH
Edward Jones
Anthony Jackson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work history includes roles at Defiance College and local school districts in Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.
Jason M
Series 63
Napoleon, OH
Raymond James Financial
Jason Maassel is a financial advisor at Raymond James Financial with 22 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2016 and previously spent nine years at LPL Financial. Outside of his advisory role, he is a partner in a family farm business and serves as a board member for the Napoleon Area City Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored non-discretionary planning and uses advanced analytical tools to support client goals, with specialized offerings in municipal advising and SIMPLE IRA employer consulting.
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Finding advisors...
27 advisors near
43567
within the area shown on the map
Out of 400,000+ nationwide