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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kettering, OH

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

23 registered advisors work in Kettering; the most are at Edward Jones (3). 0 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Kettering

FirmAdvisors in Kettering
Edward Jones news3
LPL Enterprise, LLC news3
LPL Financial LLC news3
J.P. Morgan Securities LLC news2
State Farm Investment Management Corp.2
The Private Investment Group, Inc.2
Alban Investment Management, LLC1
Cetera Investment Advisers LLC news1
Harbour Investments, Inc.1
Ime Financial, LLC1
Invest Capital Partners1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
PNC Wealth Management LLC1
Valmark Advisers, Inc.1

Advisors in Kettering, A to Z

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Other cities in Ohio

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Cincinnati 2,487Columbus 2,045Cleveland 663Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108

Questions

How many financial advisors are in Kettering, OH?

23 investment adviser representatives are registered at firm offices in Kettering, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Kettering?

Edward Jones, with 3 registered advisors in Kettering, followed by LPL Enterprise, LLC with 3.

How do I check a financial advisor in Kettering?

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.