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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Napoleon, OH

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

The short answer

19 registered advisors work in Napoleon; the most are at Thrivent Investment Management Inc. (6). 3 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Napoleon

FirmAdvisors in Napoleon
Thrivent Investment Management Inc.6
Edward Jones news3
Independent Advisor Alliance, LLC2
Kovack Advisors, Inc.2
State Farm Investment Management Corp.2
&Partners news1
Impassioned Wealth Management Ltd.1
LPL Financial LLC news1
On Investment Management Co.1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Napoleon, A to Z

CFP advisors in Napoleon →

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 Napoleon, OH?

19 investment adviser representatives are registered at firm offices in Napoleon, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Napoleon?

Thrivent Investment Management Inc., with 6 registered advisors in Napoleon, followed by Edward Jones with 3.

How do I check a financial advisor in Napoleon?

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.