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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mount Healthy, OH

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

The short answer

1 registered advisors work in Mount Healthy; the most are at State Farm Investment Management Corp. (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Mount Healthy

FirmAdvisors in Mount Healthy
State Farm Investment Management Corp.1

Advisors in Mount Healthy, A to Z

Search all of Ohio →
  • Marcus BradleyState Farm Investment Management Corp. · Chartered Financial Consultant

Other cities in Ohio

All of Ohio →

Cincinnati 2,358Columbus 1,921Cleveland 623Dublin 508Akron 451Westlake 330Toledo 311Brooklyn 297Beachwood 282Independence 235Dayton 226Pepper Pike 221Canton 213Miamisburg 172Maumee 171Westerville 162Worthington 148Canfield 143Beavercreek 131Centerville 128West Chester 117Hudson 115Findlay 105Richfield 105

Questions

How many financial advisors are in Mount Healthy, OH?

1 investment adviser representatives are registered at firm offices in Mount Healthy, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Mount Healthy?

State Farm Investment Management Corp., with 1 registered advisors in Mount Healthy.

How do I check a financial advisor in Mount Healthy?

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.