🤫 Directory · consent-first

Near 43615. Toledo.

24 financial advisors & firms and 0 insurance agents verified near Toledo, OH — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 43615

Alan B. Lancz & Associates, INC.0 mi

RIA firm · Toledo, OH 43615 · Registered investment adviser · $175M AUM

CRD 105363 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gant Investment Advisors, INC.0 mi

RIA firm · Toledo, OH 43615 · Registered investment adviser · $2M AUM

CRD 120467 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Bottom Line Wealth Management LTD.0 mi

RIA firm · Toledo, OH 43615 · Registered investment adviser · $6M AUM

CRD 313232 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Seniors Housing Fund Manager LLC0 mi

RIA firm · Toledo, OH 43615 · Registered investment adviser · $3.8B AUM

CRD 334006 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Integrated Financial Resources, INC.3.1 mi

RIA firm · Toledo, OH 43617 · Registered investment adviser · $11M AUM

CRD 110864 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gould Ruma Financial Advisors3.1 mi

RIA firm · Toledo, OH 43617 · Registered investment adviser

CRD 119804 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Structured Wealth Management, INC.3.1 mi

RIA firm · Toledo, OH 43617 · Registered investment adviser · $227M AUM

CRD 146611 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kmg Fiduciary Partners, LLC3.1 mi

RIA firm · Toledo, OH 43617 · Registered investment adviser · $1.7B AUM

CRD 298331 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Candela Financial3.1 mi

RIA firm · Toledo, OH 43617 · Registered investment adviser · $21k AUM

CRD 335785 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ruiz Financial Group, LLC3.1 mi

RIA firm · Toledo, OH 43617 · Registered investment adviser

CRD 342372 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Walen Financial Group, LLC3.9 mi

RIA firm · Toledo, OH 43623 · Registered investment adviser

CRD 140721 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mpm Wealth Advisors4.3 mi

RIA firm · Holland, OH 43528 · Registered investment adviser · $1.0B AUM

CRD 104926 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Macino Financial, LLC4.3 mi

RIA firm · Holland, OH 43528 · Registered investment adviser · $13M AUM

CRD 299160 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wurz Financial Services, LLC4.3 mi

RIA firm · Holland, OH 43528 · Registered investment adviser · $117M AUM

CRD 331608 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sjs Investment Services4.9 mi

RIA firm · Sylvania, OH 43560 · Registered investment adviser · $2.9B AUM

CRD 107219 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Thunderbird Financial Coaching4.9 mi

RIA firm · Sylvania, OH 43560 · Registered investment adviser

CRD 175429 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Venture Visionary Partners LLC4.9 mi

RIA firm · Sylvania, OH 43560 · Registered investment adviser · $5.2B AUM

CRD 304237 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tfo Wealth Partners5.2 mi

RIA firm · Maumee, OH 43537 · Registered investment adviser · $5.7B AUM

CRD 124407 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Camelot Portfolios, LLC5.2 mi

RIA firm · Maumee, OH 43537 · Registered investment adviser · $272M AUM

CRD 145918 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Retirement Guys Formula5.2 mi

RIA firm · Maumee, OH 43537 · Registered investment adviser · $277M AUM

CRD 168561 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Atlantis Wealth Advisors LLC5.2 mi

RIA firm · Maumee, OH 43537 · Registered investment adviser · $150M AUM

CRD 169956 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Munn Wealth Management, LLC5.2 mi

RIA firm · Maumee, OH 43537 · Registered investment adviser · $242M AUM

CRD 174414 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Camelot Event-driven Advisors, LLC5.2 mi

RIA firm · Maumee, OH 43537 · Registered investment adviser · $108M AUM

CRD 291798 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Glass City Capital Management, LLC5.2 mi

RIA firm · Maumee, OH 43537 · Registered investment adviser · $6M AUM

CRD 297327 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Toledo, OH.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 43615. Toledo.

24 financial advisors & firms and 0 insurance agents verified near Toledo, OH — every one cited to the regulator, claimable and removable by the person named.

Find your person