Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Marysville, OH
Every SEC-registered investment adviser representative at a firm office in Marysville, with the firms that employ the most of them.
27 registered advisors work in Marysville; the most are at Kintra Investments, LLC (8). 10 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Marysville
Advisors in Marysville, A to Z
CFP advisors in Marysville →- Wesley W. BeanKintra Wealth, LLC · Chartered Financial Analyst
- Amanda S. BeecherEdward Jones
- Megan M. CollinsKintra Wealth, LLC · Certified Financial Planner
- James B. CoxKintra Wealth, LLC · Certified Financial Planner
- Tony E. DaltonKintra Wealth, LLC
- Mark R. FinneyKintra Wealth, LLC · Certified Financial Planner
- Kristen L. GaudioseState Farm Investment Management Corp.
- David A. GoinsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kyle D. GoinsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Cory L. HixsonKingsview Wealth Management, LLC · Certified Financial Planner
- Jonathan W. LawrenceKintra Wealth, LLC · Certified Financial Planner
- Quinn MickelsonKintra Wealth, LLC · Certified Financial Planner
- Ryan E. MickelsonKintra Wealth, LLC · Certified Financial Planner
- Eric W. MilhollandRaymond James Financial Services Advisors, Inc.
- Matthew W. MilhollandRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Joseph L. MitchellRaymond James Financial Services Advisors, Inc.
- Julia M. OwensLPL Financial LLC
- Christina M. PeaseStrategic Advisers LLC
- Joshua T. ReynoldsCetera Investment Advisers LLC
- Nickolas J. TurnerAltitude Capital Management LLC
- Karan UbhiJ.P. Morgan Securities LLC
- James R. VandreLPL Financial LLC
- Deborah M. VincentEdward Jones
- Edward J. WaldropEdward Jones
- Zachary F. WelchThrivent Investment Management Inc.
- Lindsey M. WilliamsLPL Financial LLC
- Stephen P. ZellerAmeriprise Financial Services, LLC
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 Marysville, OH?
27 investment adviser representatives are registered at firm offices in Marysville, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 10 list the CFP designation.
Which firm has the most financial advisors in Marysville?
Kintra Investments, LLC, with 8 registered advisors in Marysville, followed by Kintra Wealth, LLC with 8.
How do I check a financial advisor in Marysville?
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.