Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Greenville, OH
Every SEC-registered investment adviser representative at a firm office in Greenville, with the firms that employ the most of them.
16 registered advisors work in Greenville; the most are at Osaic Wealth, Inc. (6). 3 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in Greenville
Advisors in Greenville, A to Z
CFP advisors in Greenville →- Matthew D. ArnoldOsaic Wealth, Inc. · Certified Financial Planner
- Crysta M. BloomingdaleOsaic Wealth, Inc.
- Nicholas A. BurnsOsaic Wealth, Inc.
- Lexi M. DamewoodJ.P. Morgan Securities LLC
- Brad HareJ.P. Morgan Securities LLC
- Terry W. MayCreative Financial Designs, Inc. · Chartered Financial Consultant
- Trent MayCreative Financial Designs, Inc. · Chartered Financial Consultant
- Claire K. NeiswanderOsaic Wealth, Inc.
- Phillip J. PierriOsaic Wealth, Inc. · Certified Financial Planner
- Tyler J. PoeppelmanState Farm Investment Management Corp.
- Zachary D. RiceAmeriprise Financial Services, LLC
- Erin N. SherryRaymond James Financial Services Advisors, Inc.
- Douglas A. ShieldsCreative Financial Designs, Inc.
- Christian M. StueveEdward Jones
- Todd C. SublerEdward Jones
- Mark M. WrightOsaic Wealth, Inc. · Certified Financial Planner
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 Greenville, OH?
16 investment adviser representatives are registered at firm offices in Greenville, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Greenville?
Osaic Wealth, Inc., with 6 registered advisors in Greenville, followed by Creative Financial Designs, Inc. with 3.
How do I check a financial advisor in Greenville?
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.