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Financial ADVSR advisor directory · SEC adviser records

Invest Capital Partners financial advisors in Ohio

Every SEC-registered investment adviser representative at a Invest Capital Partners office in Ohio, by city and A to Z.

The short answer

9 registered advisors work at Invest Capital Partners in Ohio, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Springboro (7). 1 list the CFP designation and 0 are also registered broker representatives.

Invest Capital Partners advisors by city in Ohio

Every firm in Ohio →

Springboro 7Columbus 1Granville 1

Invest Capital Partners advisors in Ohio, A to Z

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Invest Capital Partners advisors in every state →Invest Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Invest Capital Partners financial advisors are in Ohio?

9 investment adviser representatives are registered at Invest Capital Partners offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Invest Capital Partners have the most advisors?

Springboro, with 7, then Columbus (1). Invest Capital Partners has advisors in 3 cities in Ohio.

How do I check a Invest Capital Partners 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 Invest Capital Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.