Toledo, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Signature Equity Partners, LLC
Multi-team
Firm-wide stats for Signature Equity Partners, LLC
About
Signature Equity Partners provides investment advisory and planning services to individuals (including high‑net‑worth clients), retirement plans, corporations and other entities. The firm offers portfolio management, financial planning, retirement‑plan consulting, and third‑party money manager selection across both discretionary and non‑discretionary engagements.
It delivers advice through a network of independent advisory affiliates whose underlying advisors are registered as Signature IARs and makes extensive use of the Vision2020 Wealth Management Platform (including advisor‑managed portfolios, SMAs, UMAs, GMPAs and SUMAs) while also offering independent portfolio management and TPMM monitoring. Portfolios are tailored to each client’s investor profile, monitored on an ongoing basis, and can include model portfolios and optional overlays such as tax management and socially responsible investing.
Noteworthy features include a multi‑team structure of 34 advisors operating under multiple trade names, a recent founding in 2023, and platform relationships with Vision2020/Osaic and Envestnet that support wrap‑fee options and overlay services. Many advisors are dually registered with a broker‑dealer and some are licensed to sell insurance through an affiliated insurance agency, arrangements that provide additional implementation options and are disclosed in the firm’s brochure.
Based on Signature Equity Partners, LLC
Expertise
Based on Signature Equity Partners, LLC
Location
7761 West Central Avenue
Toledo OH 43617
Advisors at this office
2
Advisors at this office
Robert T
Series 63, Series 65
Toledo, OH
Signature Equity Partners, LLC
Robert Thompson is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management, Concorde Investment Services, and Integrated Financial Resources, Inc. Thompson is also a licensed insurance agent involved in life insurance and long-term care insurance renewals. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and third-party money manager selection.
John R
CFP®, Series 63, Series 65
Toledo, OH
Signature Equity Partners, LLC
John Ross is a CFP® with 41 years of experience in financial advisory services. He is currently with Signature Equity Partners, LLC and Osaic Wealth since 2026, following 14 years at Concorde Asset Management and Concorde Investment Services, and a long tenure at Integrated Financial Resources. Outside of his advisory work, Ross is a member of the University of Toledo Varsity T-Club and the Fellowship of Christian Athletes, participating in community and faith-based activities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to deliver customized portfolio management and financial planning services.
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