Financial ADVSR advisor directory · SEC adviser records
Yarger Wealth Strategies, LLC financial advisors in Westerville, OH
Every SEC-registered investment adviser representative at a Yarger Wealth Strategies, LLC office in Westerville, A to Z.
The short answer
3 registered advisors work at Yarger Wealth Strategies, LLC in Westerville, out of 3 at the firm nationwide; it ranks number 23 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Yarger Wealth Strategies, LLC advisors in Westerville, A to Z
Every Yarger Wealth Strategies, LLC advisor →- Timothy M. ScholtenInvestment adviser rep
- Theodore W. WindersCertified Financial Planner, Chartered Financial Analyst
- Jonathan L. YargerInvestment adviser rep
Yarger Wealth Strategies, LLC advisors in every city and state →Yarger Wealth Strategies, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Westerville
All Westerville advisors →LPL Financial LLC 19Edward Jones 10Wells Fargo Clearing Services, LLC 8J.P. Morgan Securities LLC 7Buckeye Wealth Management LLC 4Morgan Stanley 4Shaffer Capital 4State Farm Investment Management Corp. 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3
Questions
How many financial advisors does Yarger Wealth Strategies, LLC have in Westerville?
3 investment adviser representatives are registered at Yarger Wealth Strategies, LLC offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Yarger Wealth Strategies, LLC one of the largest advisor employers in Westerville?
Yarger Wealth Strategies, LLC ranks number 23 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.
How do I check a Yarger Wealth Strategies, LLC advisor in Westerville?
Each advisor below links to a profile with their registrations, exams, designations 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 Yarger Wealth Strategies, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.