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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Van Wert, OH

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

24 registered advisors work in Van Wert; the most are at Strategence Capital LLC (8). 1 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Van Wert

FirmAdvisors in Van Wert
Strategence Capital LLC8
Thrivent Investment Management Inc.7
Edward Jones news5
Oneascent Financial Services LLC2
State Farm Investment Management Corp.2
LPL Financial LLC news1
W&S Brokerage Services, Inc.1

Advisors in Van Wert, A to Z

CFP advisors in Van Wert →

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 Van Wert, OH?

24 investment adviser representatives are registered at firm offices in Van Wert, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Van Wert?

Strategence Capital LLC, with 8 registered advisors in Van Wert, followed by Thrivent Investment Management Inc. with 7.

How do I check a financial advisor in Van Wert?

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.