Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bellefontaine, OH
Every SEC-registered investment adviser representative at a firm office in Bellefontaine, with the firms that employ the most of them.
19 registered advisors work in Bellefontaine; the most are at Edward Jones (6). 3 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Bellefontaine
| Firm | Advisors in Bellefontaine |
|---|---|
| Edward Jones news | 6 |
| Cetera Investment Advisers LLC news | 2 |
| Hp & Associates | 2 |
| Money Concepts Capital Corp. | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Belser Pinnacle Financial Advisors, LLC | 1 |
| Facet | 1 |
| LPL Financial LLC news | 1 |
| State Farm Investment Management Corp. | 1 |
| Tcp Asset Management, LLC | 1 |
| Wells Fargo Advisors Financial Network, LLC news | 1 |
Advisors in Bellefontaine, A to Z
CFP advisors in Bellefontaine →- John T. BelserBelser Pinnacle Financial Advisors, LLC
- Jacob ChryslerFacet · Certified Financial Planner
- Nathaniel E. DoddsMoney Concepts Capital Corp.
- Jeffrey L. ErwinMoney Concepts Capital Corp.
- W. J. HarperHp & Associates
- Jennifer L. HarveyCetera Investment Advisers LLC
- Eric J. HaubertWells Fargo Advisors Financial Network, LLC
- Drake M. HuntEdward Jones
- Jason P. HuntEdward Jones
- Natalie D. KnerrEdward Jones
- Randal LambertAmeriprise Financial Services, LLC
- Jessica H. McNameeLPL Financial LLC · Certified Financial Planner
- Darin D. OlsonEdward Jones
- Robert W. PalenshusState Farm Investment Management Corp. · Chartered Financial Consultant
- Craig J. PoeppelmanHp & Associates
- Robert A. PowellEdward Jones
- Michael S. ReidCetera Investment Advisers LLC
- Jessica M. SimmonsTcp Asset Management, LLC · Certified Financial Planner
- Hannah SouthwoodEdward Jones
Other cities in Ohio
All of Ohio →Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102
Questions
How many financial advisors are in Bellefontaine, OH?
19 investment adviser representatives are registered at firm offices in Bellefontaine, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Bellefontaine?
Edward Jones, with 6 registered advisors in Bellefontaine, followed by Cetera Investment Advisers LLC with 2.
How do I check a financial advisor in Bellefontaine?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.