Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Gianola Financial Planning, LLC financial advisors in Ohio

Every SEC-registered investment adviser representative at a Gianola Financial Planning, LLC office in Ohio, by city and A to Z.

The short answer

3 registered advisors work at Gianola Financial Planning, LLC in Ohio, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Worthington (2). 2 list the CFP designation and 0 are also registered broker representatives.

Gianola Financial Planning, LLC advisors by city in Ohio

Every firm in Ohio →

Worthington 2Springfield 1

Gianola Financial Planning, LLC advisors in Ohio, A to Z

Search by name →

Questions

How many Gianola Financial Planning, LLC financial advisors are in Ohio?

3 investment adviser representatives are registered at Gianola Financial Planning, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Gianola Financial Planning, LLC have the most advisors?

Worthington, with 2, then Springfield (1). Gianola Financial Planning, LLC has advisors in 2 cities in Ohio.

How do I check a Gianola Financial Planning, LLC advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Gianola Financial Planning, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.