Financial ADVSR advisor directory · SEC adviser records
Journey Wealth Management financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a Journey Wealth Management office in Cleveland, A to Z.
The short answer
14 registered advisors work at Journey Wealth Management in Cleveland, out of 14 at the firm nationwide; it ranks number 17 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Journey Wealth Management advisors in Cleveland, A to Z
Every Journey Wealth Management advisor →- Michael R. BakerCertified Financial Planner
- Matthew J. BurnhamInvestment adviser rep
- Bryan J. CostinCertified Financial Planner
- Peter R. FranzCertified Financial Planner, Chartered Financial Analyst
- Anthony T. GarganoInvestment adviser rep
- Terence J. GlihaInvestment adviser rep
- Charles R. HrubyInvestment adviser rep
- Mitchell X. KnotekInvestment adviser rep
- Lauren I. MaclarenCertified Financial Planner
- James H. MyersInvestment adviser rep
- David G. OlsonChartered Financial Consultant
- Nicholas A. PaternitiInvestment adviser rep
- Danijel RomicInvestment adviser rep
- Amy L. WhiteInvestment adviser rep
Journey Wealth Management advisors in every city and state →Journey Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Cleveland
All Cleveland advisors →Mai Capital Management, LLC 60Cbiz Investment Advisory Services, LLC 37Clearstead; Clearstead Advisory Solutions 30PNC Wealth Management LLC 30J.P. Morgan Securities LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 23UBS Financial Services Inc. 21McDonald Partners LLC 19Ameriprise Financial Services, LLC 18Northcoast Research Partners, LLC 18MML Investors Services, LLC 17
Questions
How many financial advisors does Journey Wealth Management have in Cleveland?
14 investment adviser representatives are registered at Journey Wealth Management offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Journey Wealth Management one of the largest advisor employers in Cleveland?
Journey Wealth Management ranks number 17 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.
How do I check a Journey Wealth Management advisor in Cleveland?
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 Journey 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.