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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bellevue, OH

Every SEC-registered investment adviser representative at a firm office in Bellevue, with the firms that employ the most of them.

6 registered advisors work in Bellevue; the most are at Ameriprise Financial Services, LLC (2). 1 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Bellevue

FirmAdvisors in Bellevue
Ameriprise Financial Services, LLC news2
Edward Jones news2
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1

Advisors in Bellevue, A to Z

CFP advisors in Bellevue →

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 Bellevue, OH?

6 investment adviser representatives are registered at firm offices in Bellevue, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Bellevue?

Ameriprise Financial Services, LLC, with 2 registered advisors in Bellevue, followed by Edward Jones with 2.

How do I check a financial advisor in Bellevue?

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.