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Financial ADVSR advisor directory · SEC adviser records

Benchmark Wealth Management financial advisors in Cincinnati, OH

Every SEC-registered investment adviser representative at a Benchmark Wealth Management office in Cincinnati, A to Z.

The short answer

3 registered advisors work at Benchmark Wealth Management in Cincinnati, out of 3 at the firm nationwide; it ranks number 96 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Benchmark Wealth Management advisors in Cincinnati, A to Z

Every Benchmark Wealth Management advisor →

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

Other firms in Cincinnati

All Cincinnati advisors →

Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44

Questions

How many financial advisors does Benchmark Wealth Management have in Cincinnati?

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

Is Benchmark Wealth Management one of the largest advisor employers in Cincinnati?

Benchmark Wealth Management ranks number 96 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.

How do I check a Benchmark Wealth Management advisor in Cincinnati?

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 Benchmark Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.