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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Coldwater, OH

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

7 registered advisors work in Coldwater; the most are at Cetera Investment Advisers LLC (3). 0 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Coldwater

FirmAdvisors in Coldwater
Cetera Investment Advisers LLC news3
Edward Jones news2
LPL Financial LLC news2

Advisors in Coldwater, A to Z

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Other cities in Ohio

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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 Coldwater, OH?

7 investment adviser representatives are registered at firm offices in Coldwater, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Coldwater?

Cetera Investment Advisers LLC, with 3 registered advisors in Coldwater, followed by Edward Jones with 2.

How do I check a financial advisor in Coldwater?

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.