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Financial ADVSR advisor directory · SEC adviser records

Simplicity Wealth financial advisors in Ohio

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

3 registered advisors work at Simplicity Wealth in Ohio, out of 237 nationwide; it's the firm's number 8 state by advisors, and the most are in Chardon (2). 0 list the CFP designation and 1 are also registered broker representatives.

Simplicity Wealth advisors by city in Ohio

Every firm in Ohio →

Chardon 2Lakewood 1Lewis Center 1Solon 1

Simplicity Wealth advisors in Ohio, A to Z

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Simplicity Wealth advisors in every state →Simplicity Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Simplicity Wealth in other states

New Jersey 118California 18Colorado 17Texas 10Florida 9Illinois 8Arizona 6Pennsylvania 5Massachusetts 4Washington 4Idaho 3North Carolina 3Utah 3

Questions

How many Simplicity Wealth financial advisors are in Ohio?

3 investment adviser representatives are registered at Simplicity Wealth offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 237 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in Ohio does Simplicity Wealth have the most advisors?

Chardon, with 2, then Lakewood (1). Simplicity Wealth has advisors in 4 cities in Ohio.

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