Business List: Financial Planner in Beavercreek, OH, USA

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name Address Website Phone Contact(s) Google Google Reviews Yelp Yelp Reviews FB FB Reviews FB Likes FB Checkins FB Followers YP YP Reviews Title Site Description Adwords FB Ads Twitter Ads LinkedIn Ads Bing Ads Robot Config SSL Wordpress Facebook Twitter LinkedIn YouTube Instagram Pinterest Tripadvisor Tripadvisor Rating Tripadvisor Reviews Bing Bing Reviews
Hanvanich Financial LLC 2555 S Dixie Dr #202, Kettering, OH 45409
93747xxxx7 han******@h*****************.com
Philip M Schrager - Private Wealth Advisor, Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93731xxxx4 amy********@a***.com
Carl Whitener - Raymond James 50 Chestnut St #200, Beavercreek, OH 45440 93743xxxx0
Lpl Financial Beaver Valley Rd, Beavercreek, OH 45434
Ben Feldmeyer - Private Wealth Advisor, Ameriprise Financial Services, LLC 6500 Centerville Business Pkwy, Dayton, OH 45459
93761xxxx0 bec************@a***.com 5 2
Edward Jones - Financial Advisor: Sean C Pierce 70 Birch Alley Ste 242, Beavercreek 45440
93742xxxx3 a.j*********@e**********.com
First Command Financial Advisor - Woody Tegtmeier 4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431
93750xxxx0 arb*****@f***********.com 5 3 7136 261
Reyna Capital Corporation 1 Reynolds Way, Beavercreek, OH 45430 93748xxxx5
Terry Bissonett - Morgan Stanley 4380 Buckeye Ln Ste 200, Beavercreek, OH 45440
93743xxxx2 acm***********@m************.com
5
Wells Fargo Advisors Office 540 Lincoln Park Blvd, Kettering, OH 45429
93729xxxx1 ada*********@w*****************.com 5 189277
Edward Jones - Financial Advisor: Rob Fortman II 3979 D, Indian Ripple Rd, Beavercreek, OH 45440
93742xxxx0 a.j*********@e**********.com 5 3 83124
Terry Powers - Thrivent Greene Town Center, 70 Birch Alley Bldg B Suite 240, Beavercreek, OH 45440
93766xxxx4 ale*************@t*******.com
Christopher A Wysong - Financial Advisor, Ameriprise Financial Services 60 Rhoads Center Dr Ste C, Centerville, OH 45458
93724xxxx5 chr***************@a***.com 326 3
Fifth Third Preferred - Seth Schumaker 2280 N Fairfield Rd, Beavercreek, OH 45431 93730xxxx3
Edward Jones - Financial Advisor: Josh Taylor 207 E Stroop Rd, Dayton, OH 45429
93728xxxx0 and*******@c*************.ca
Churchill Management Group - Beavercreek 70 Birch Alley suite 240, Beavercreek, OH 45440
61751xxxx6 ach*@c******************.com 170
Charles Schwab 9668 N Springboro Pike, Miamisburg, OH 45342
93729xxxx5 3.3 8
Allstate Financial Services: Anuj Desai 4048 Colonel Glenn Hwy, Beavercreek Township, OH 45431 93725xxxx4
James Stefanoff - Financial Advisor, Ameriprise Financial Services, LLC 8801 N Main St Ste 101, Dayton, OH 45415
93724xxxx4 dns*****@a***.com 143
Wright-Patt Credit Union 1506 N Fairfield Rd, Beavercreek, OH 45432
80076xxxx7 aas***@w***.coop 3.1 75 19520 161
James Capital Alliance Inc 1349 Fairground Rd, Xenia, OH 45385 93742xxxx4
Bob Stolz 70 Birch Alley, Beavercreek, OH 45440
93742xxxx5 ale***************@n*.com
U.S. Bancorp Investments - Financial Advisors: Casey Shaw 3245 E Dayton Xenia Rd, Beavercreek, OH 45434
93730xxxx8 aar************@u*****.com 346 340195 3812 342568
Darrin Polomsky - Financial Advisor, Ameriprise Financial Services, LLC 7501 Paragon Rd Ste 204, Dayton, OH 45459
93729xxxx5 dns*****@a***.com 5 3
Preferred Planning Associates 3080 Ackerman Blvd #210, Dayton, OH 45429
93761xxxx5 ava*************************@p******.com
C.H. Dean, LLC 3500 Pentagon Blvd #200, Beavercreek, OH 45431
93722xxxx1 amy**@c*****.com 3 1 305 2
Frances Milano - Private Wealth Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 car***********@a***.com
Brian S Austria - Financial Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr, Ste A, Beavercreek, OH 45440
93743xxxx4 bri**********@a***.com 5 2 187 5
5
Edward Jones - Financial Advisor: Darrien J Kynard 510 West Main Street, Suite 100, Fairborn, OH 45324
93787xxxx9 a.j*********@e**********.com 14 82790
5
Nathan R Marchal - Financial Advisor, Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93785xxxx0 dns*****@a***.com
Raymond James & Associates 50 Chestnut St Suite 200, Dayton, OH 45440
93743xxxx9 har*************@r***********.com
Edward Jones - Financial Advisor: Sarah L Selke 156 S Progress Dr Suite A, Xenia, OH 45385
93730xxxx0 and*******@c*************.ca
Heick Hester & Associates 4404 Buckeye Ln # 240, Beavercreek, OH 45440
dns*****@a***.com
CMAC Credit Experts 70 Birch Alley suite 240, Beavercreek, OH 45440
93788xxxx8 chu**@m*****.com 4.3 11
Fifth Third Securities - Steven Dudley 2280 N Fairfield Rd, Beavercreek, OH 45431
93730xxxx9 apr*******@5*.com
Steven Fischer - Financial Advisor, Ameriprise Financial Services, LLC 7501 Paragon Rd Ste 204, Dayton, OH 45459
93755xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Matt DiFilippo 2149 N Fairfield Rd, Suite C, Beavercreek, OH 45431
93742xxxx4 a.j*********@e**********.com 82790
Next Steps Financial Planning 42 E Rahn Rd, Dayton, OH 45429 93736xxxx6
Edward Jones - Financial Advisor: Mike Reed 869 W 2nd St, Xenia, OH 45385
93737xxxx9 a.j*********@e**********.com 5 6
Edward Jones - Financial Advisor: Craig L Bjorklund 4027 Colonel Glenn Hwy Ste 405, Beavercreek Township, OH 45431
93742xxxx5 a.j*********@e**********.com 7 83055
5
The Hale Group At Morgan Stanley 4380 Buckeye Ln #200, Beavercreek, OH 45440
93743xxxx0 acm***********@m************.com
Anderson Financial Strategies, LLC Stratacache Tower, 2500, 40 N Main St #2500, Dayton, OH 45423
85523xxxx5 ale*@a**************************.com 5 12 5
U.S. Bancorp Investments - Financial Advisors: Natalie Specht 360 N Main St, Centerville, OH 45459
93729xxxx4 aar************@u*****.com 346 340195 3812 342568
J R Zent & Associates 7003 Corporate Way, Dayton, OH 45459
93743xxxx5 bze**@f*.newyorklife
U.S. Bancorp Investments - Financial Advisors: Desiree Guinto 3245 Dayton Xenia Rd, Beavercreek, OH 45434
93730xxxx9 aar************@u*****.com 346 340195 3812 342568
First Command 4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431
93742xxxx0 aar*******@f***********.com 7136 261
Vantage Point Financial Services 329 Regency Ridge Dr, Dayton, OH 45459
93743xxxx1 ada******@v******************.com
Edward Jones - Financial Advisor: Tim Schmale 580 Lincoln Park Blvd Ste 133, Dayton, OH 45429
84487xxxx8 and*******@c*************.ca 176
Edward Jones - Financial Advisor: David Trimmer, CFP®|AAMS™ 2008 Commerce Center Blvd, Fairborn, OH 45324
93731xxxx8 a.j*********@e**********.com 82790
The Finance Doctor 3588 King Edward Way, Beavercreek, OH 45431
93741xxxx0 con****@s*********.com 5 3 1742 1900
Alexandros Pericleous - Financial Advisor, Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93731xxxx0 ale******************@a***.com
David Austria - Financial Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 dav**********@a***.com 4.4
Jackson Hewitt Tax Service 3360 Pentagon Blvd, Beavercreek, OH 45431
93787xxxx2 4.7 30 35 265875 7523 263452
First Command 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 and*******@f***********.com 7099 259
PNC Private Bank 312 N Patterson Blvd, Dayton, OH 45402
93722xxxx4 aar******@p**.com
Craig Sutherland - Financial Advisor, Ameriprise Financial Services 6500 Centerville Business Pkwy, Dayton, OH 45459
93761xxxx0 bec************@a***.com 239
Divine Wealth Principles Llc 3045 Rodenbeck Dr Ste 3A, Beavercreek, OH 45432
86673xxxx2 adm**@d*********************.com 4.4 8 244 135 249
5 3
Ben Feldmeyer - Private Wealth Advisor, Ameriprise Financial Services 6500 Centerville Business Pkwy, Dayton, OH 45459
93761xxxx0 bec************@a***.com 5 2 239
Morgan Stanley Wealth Management 110 N Main St Ste 1100, Dayton, OH 45402
93722xxxx1 aar***********@m***********************.com
Raymond James Financial Services 650 N Detroit St, Xenia, OH 45385
93737xxxx2 aar************@r***********.com 17116
Gudorf Financial Group, LLC 8145 N Main St, Dayton, OH 45415
93789xxxx0 adm**@g**************.com 5 7
Lifetime Financial Growth, LLC 3900 Indian Ripple Rd, Beavercreek, OH 45440
51357xxxx5 abb*******@l**********************.com
Dayhoff, Erik, AGT 10050 Innovation Dr, Miamisburg, OH 45342
93743xxxx3 ame******************@a***.com 132583 134702
Edward Jones - Financial Advisor: David J Garel 2418 Far Hills Ave, Oakwood, OH 45419
93731xxxx4 and*******@c*************.ca
Carillon Advisors 75 Harbert Dr, Beavercreek, OH 45440
93720xxxx0 bi**@c***************.com 5 1
Derek W Miller - Financial Advisor, Ameriprise Financial Services 6500 Centerville Business Pkwy, Dayton, OH 45459
93761xxxx0 bec************@a***.com 239
Eagle Financial Partners 2689 Commons Blvd Suite 30, Beavercreek, OH 45431
93742xxxx2 537*************************************@w*****************.com
Edward Jones - Financial Advisor: Mike Reed 36 N Detroit St Ste 100, Xenia, OH 45385
93756xxxx5 and*******@c*************.ca 5 4
Ameriprise Financial 4404 Buckeye Ln # 240, Beavercreek, OH 45440
93745xxxx0 dns*****@a***.com 5 2
Alban Investment Management LLC 2299 Vale Dr, Dayton, OH 45420
93729xxxx8 rca****@a***********.com
Seniors Financial Services 2655 Commons Blvd, Beavercreek, OH 45431
16304xxxxx0 amy@s***********.com
Tax Defense Network
40524xxxx2 ali*********@t****************.com
Edward Jones - Financial Advisor: Ryan Beach 1202 N Monroe Dr, Xenia, OH 45385
93737xxxx7 a.j*********@e**********.com 104 22 82790 92120
Charles R. Southard - Financial Advisor, Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93731xxxx8 cha***************@a***.com
Fidelity Investments 4389 Walnut Street, Dayton, OH 45440
80054xxxx5 a61****@f*******.com 3.5 23 317570
3.5 25
Bo Brown - Raymond James 580 Lincoln Park Blvd Suite 333, Kettering, OH 45429
93729xxxx4 eli************@r***********.com 113
First Command Financial Advisor - Lucas Draper 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 arb*****@f***********.com 7136 261
Brent Dube - Financial Advisor, Ameriprise Financial Services, LLC 4404 Buckeye Ln # 240, Beavercreek, OH 45440
93745xxxx0 ale************@a***.com 123
First Command Financial Advisor - Mike Amstutz 4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431
93742xxxx0 ban*****@f***********.com 7136 261
Pinnacle Financial Associates 1195 Meadow Bridge Dr, Beavercreek, OH 45434
93742xxxx2 mem***********@o*****.org 15445
Rodriguez Financial Strategies, LLC 4031 Colonel Glenn Hwy Ste 107, Beavercreek, OH 45431
93742xxxx2 ale**********@u*****.com 5 2 476 2
5
Westminster Financial Sec 40 N Main St #2400, Dayton, OH 45423
93789xxxx0 age******@w*******************.com
Karen Thompson - Platinum Financial Services Advisor, Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93731xxxx1 dns*****@a***.com
Fifth Third Preferred - Benjamin Miller 2601 Far Hills Ave, Dayton, OH 45419 93740xxxx8
Fifth Third Preferred - Jenna McGillivary 1032 Patterson Rd, Dayton, OH 45420
93786xxxx8 apr*******@5*.com 221261 3621 223000
Beyond Wealth Advisors - Ameriprise Financial Services 2835 Miami Village Dr Ste 101, Miamisburg, OH 45342
93731xxxx2 bey*****************@a***.com 709 169
Comprehensive Planning Group 2305 Far Hills Ave # 205, Dayton, OH 45419
93743xxxx8 bha***@c***********.com 20
Safe Harbor Retirement Group - Dayton 4031 Colonel Glenn Hwy Suite 122, Beavercreek, OH 45431
93742xxxx9 con****@s***********.com 5 22 1470 7
First Command Financial Advisor - Brad Cleeton 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 ban*****@f***********.com 5 7136 261
U.S. Bancorp Investments - Financial Advisors: Fairborn 1 W Main St, Fairborn, OH 45324
93787xxxx2 aar************@u*****.com
Allstate Personal Financial Representative: Eric Lowman 4166 Dayton Xenia Rd, Beavercreek, OH 45432
93742xxxx8 a****00@a*******.com 5 4
Daniel Damore - Financial Advisor, Ameriprise Financial Services 2835 Miami Village Dr Ste 101, Miamisburg, OH 45342
93731xxxx2 bey*****************@a***.com 709 169
The Bayer Financial Group, LLC 1948 E Whipp Rd, Kettering, OH 45440
93743xxxx5 bfg@b******************.com 5 1 192 3
Sanderson Accounting, Inc. 3183 Beaver Vu Dr D, Beavercreek, OH 45434
93742xxxx4 esa*******@s******************.com 5 4
Hannah Davis - Financial Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com
Adam Pfaff - Financial Advisor, Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93724xxxx7 ada*******@a***.com 4
Robert Hunsaker - Financial Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com 5 1
Stuckey, John, AGT 10050 Innovation Dr, Miamisburg, OH 45342
93743xxxx3 ame******************@a***.com 132583 134873
Edward Jones - Financial Advisor: Brandon L High 2430 Dayton Xenia Rd, Beavercreek, OH 45434
93742xxxx9 a.j*********@e**********.com 82790
Adams Wealth Management Group 7990 Clyo Rd, Centerville, OH 45459
93743xxxx0 ang*********@l**.com
Daniel T Austria - Private Wealth Advisor, Ameriprise Financial Services, LLC 67 Marydale Dr ste a, Beavercreek, OH 45440
93743xxxx4 dns*****@a***.com
Universal 1 Credit Union 2450 Esquire Dr, Beavercreek, OH 45431
93743xxxx0 a.h*****@u***.org 2.8 17 79 1500
Spicer Wealth Management 2655 Commons Blvd Suite 110, City Beavercreek, OH
93742xxxx6 amy@s***********.com
Money Concepts FPC/Wright Wealth Management Group 1490 Taitwood Dr, Centerville, OH 45459 41324xxxx5
Fairlead Financial Group 665 Shayna Ln, Dayton, OH 45434 93770xxxx4 dev**@f*********************.com
Alyssa Feldmeyer Miller - Financial Advisor, Ameriprise Financial Services 6500 Centerville Business Pkwy, Dayton, OH 45459
93761xxxx0 aly************@a***.com 239
Help! Bookkeeping 93784xxxx4
First Command Financial Advisor - Chris Corneilson 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 ban*****@f***********.com 7136 261
Hyre Personal Wealth Advisors 111 W First St #917, Dayton, OH 45402
93722xxxx1 aba******@h*******.com 190
Lifetime Wealth Partners | Ohio & Indiana 7956 Clyo Rd Ste A, Centerville, OH 45459
93743xxxx0 bla**@l*********************.com 233 233
Prudential | Dennis Eck | Life Insurance & Financial Services 4609 Presidential Way, Kettering, OH 45429
93743xxxx5 a.w*****@p*********.com 4 2 560235
The Borland Group 7001 Corporate Way, Centerville, OH 45459
93743xxxx6 5 1
Riegel Financial 313 E Stroop Rd, Dayton, OH 45429
93729xxxx0 doe*@r**************.com 681 4
Bankers Life 2900 Presidential Dr Ste 100A, Fairborn, OH 45324
93725xxxx6 ada*********@b**********.com 4 4
Edward Jones - Financial Advisor: Tim Schmale, AAMS™ 1430 Oak Ct Ste 113, Beavercreek, OH 45430
93795xxxx0 a.j*********@e**********.com 5 82790
5
Cardinal Pointe Financial Group - Ameriprise Financial Services 4404 Buckeye Ln Ste 240, Beavercreek, OH 45440
93745xxxx0 ale************@a***.com 226
Northwestern Mutual Financial: Mcgraw John 70 Birch Alley, Beavercreek, OH 45440
93742xxxx0 a.-***********@n*****************.com 5 1 105657 15895
Raymond James Financial Services 2331 Far Hills Ave, Dayton, OH 45419
93742xxxx2 aar************@r***********.com 17116
Morgan Stanley Financial Advisors 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440
93743xxxx0 acm***********@m************.com 5 1
Buckingham Advisors 6856 Loop Rd, Dayton, OH 45459
93743xxxx2 j-d@m***********.com 3.4 5 160 8 191
First Command Financial Advisor - Chris Henn 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 ban*****@f***********.com 7136 261
ABN Financial 1301 Lyons Rd # H, Dayton, OH 45458
93743xxxx0 ale*@a***********.com 4 3 5 23 610
Lou Vision - Raymond James The Greene, 50 Chestnut St Suite 200, Beavercreek, OH 45440
93743xxxx0 aar************@r***********.com
Life, Inc. Retirement Services 4031 Colonel Glenn Hwy, Beavercreek, OH 45431
93723xxxx5 bri***********@l********.com 5 17 254 5 256
Heritage Financial Resources 4031 Colonel Glenn Hwy #131, Beavercreek, OH 45431
93754xxxx9 pat*****@h******************.com 112 3
First Financial Advisors 6478 Centerville Business Pkwy, Dayton, OH 45459 93743xxxx0 4 4
Ameriprise Financial 7965 Washington Woods Dr, Dayton, OH 45459 93761xxxx0
Northwestern Mutual - William Butler 70 Birch Alley, Beavercreek, OH 45440
93747xxxx7 ale***************@n*.com
Andrew Minerich, CPA, PLLC 3541 Dayton Xenia Rd #340426, Dayton, OH 45432
93784xxxx1
Johnson Investment Counsel 40 N Main St Suite 2110, Dayton, OH 45423
93746xxxx0 abe*@j*********.com 5 1 381 31
Garry Greene - Raymond James 111 W 1st St Ste 602, Dayton, OH 45402
93722xxxx1 aar************@r***********.com 190
Neerja J Chaudhry - Financial Advisor, Ameriprise Financial Services 3045 Newmark Dr, Miamisburg, OH 45342
93785xxxx0 dns*****@a***.com 5 146
KeyBank Private Bank 10 W 2nd St Fl 27, Dayton, OH 45402 88853xxxx2 128
Edward Jones - Financial Advisor: Aaron L Jobson 4027 Colonel Glenn Hwy #405, Beavercreek, OH 45431
93742xxxx5 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Skip Whitworth 3938 Dayton-Xenia Rd, Suite E, Beavercreek, OH 45432
93742xxxx2 a.j*********@e**********.com 21 82790
First Command Financial Advisor - Jing Lisanby 51 Plum St Ste 260, Beavercreek, OH
ban*****@f***********.com 312 3
Merrill Lynch Wealth Management 10100 Innovation Drive, Miamisburg, OH 45342
93784xxxx0 5 4
Pathways Financial Credit Union 3562 Dayton Xenia Rd, Beavercreek, OH 45432
93742xxxx4 abr******@p*********.com 4.8 90 4267 69
Wright Financial Choice Inc 2039 Bellbrook Ave # C, Xenia, OH 45385 93737xxxx7
Five Rivers Group - Morgan Stanley 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440
93743xxxx5 acm***********@m************.com
Jason D. Fisher - Financial Advisor, Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93731xxxx2 amy***********@a***.com
Fitz Financial Services 7036 Corporate Way, Dayton, OH 45459
93784xxxx4 acc*******@f********************.com 5 1
Confident Trust Financial Group LLC 70 Birch Alley suite 240, Beavercreek, OH 45440
93730xxxx5 sra*************@i***.com
Sam L. Rinehart - Private Wealth Advisor, Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93731xxxx0 amy***********@a***.com 5 2
Capital Analysts 3131 S Dixie Dr, Moraine, OH 45439
93729xxxx8 bco***@c**************.com
Lake Forest Financial Advisors 7625 Paragon Rd B, Centerville, OH 45459
93744xxxx1 adh*************@p********.com 5 2 1 227 2 240
3 Point Wealth Strategies 2430 Dayton Xenia Rd suite a-1, Beavercreek, OH 45434
93742xxxx5 jbu***@3***********.com
Edward Jones - Financial Advisor: Michael A Beard, CRPC™ 3171 Beaver Vu Drive, Suite E, Beavercreek, OH 45434
93742xxxx4 a.j*********@e**********.com 82790
Edward Jones - Financial Advisor: Jerry B Cagle 510 W Main St Ste 100, Fairborn, OH 45324
93780xxxx4 hos*******@c*********.com
Edward Jones - Financial Advisor: David O Trimmer 2008 Commerce Center Blvd, Fairborn, OH 45324
93780xxxx5 and*******@c*************.ca
Symmetry Advisory Solutions 70 Birch Alley, Beavercreek, OH 45440
93770xxxx1 bri*********@s**************.com 4.7 3 229 8
Merrill Lynch Wealth Management 7887 Washington Village Dr, Dayton, OH 45459
93731xxxx0 ale*********@m*.com 5 3
Joshua J Lake - Private Wealth Advisor, Ameriprise Financial Services 2835 Miami Village Dr Ste 101, Miamisburg, OH 45342
93731xxxx2 bey*****************@a***.com 18 709 169
First Command Financial Advisor - Collin Lyon 4027 Colonel Glenn Highway Ste 400, Beavercreek, OH 45431
93742xxxx0 ban*****@f***********.com 5 8 123
Spicer Wealth Management 2655 Commons Blvd Ste 110, Beavercreek, OH 45431
93742xxxx6 amy@s***********.com
Edward Jones - Financial Advisor: Martin L Bartik 561 W 2nd St, Xenia, OH 45385
93740xxxx8 and*******@c*************.ca
Christopher A Wysong - Financial Advisor, Ameriprise Financial Services, LLC 60 Rhoads Center Dr Ste C, Centerville, OH 45458
93724xxxx5 chr***************@a***.com 5 1 326 3
Roderer Financial Group 245 Elmwood Dr, Dayton, OH 45459
93733xxxx1 wjr******@h****.net 5 2
Erik W. Dayhoff - Financial Advisor, Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93731xxxx1 amy***********@a***.com
First Command Financial Advisor - Jason Jukes 4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431
93750xxxx0 ban*****@f***********.com 5 5 191
Petra Financial Solutions Inc 3055 Kettering Blvd, Moraine, OH 45439
93729xxxx0 che***@p**********************.com 5 2
Raymond James 50 Chestnut St Ste 200, Beavercreek, OH 45440
93743xxxx0 dav*********@r***********.com
Edward Jones - Financial Advisor: Christopher L Johns 69 Rhoads Center Dr, Dayton, OH 45458
93743xxxx6 and*******@c*************.ca 76
Jason Thompson - Financial Advisor, Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93731xxxx1 dns*****@a***.com
John Stuckey - Financial Advisor, Ameriprise Financial Services 10050 Innovation Dr Ste 310, Miamisburg, OH 45342
93731xxxx5 dns*****@a***.com
Edward Jones - Financial Advisor: Ryan Beach, AAMS™ 1202 N Monroe Dr, Xenia, OH 45385
93737xxxx7 a.j*********@e**********.com 104 82790
5
Joseph Eck, CFP at Eck Financial Group 4617 Presidential Way, Kettering, OH 45429
93743xxxx7 a.w*****@p*********.com 5 1
Fifth Third Preferred - George Rassi 6301 Wilmington Pike, Dayton, OH 45459
93729xxxx2 apr*******@5*.com 3.2 11 221261 3621 223000
Schear Financial 205 Sugar Camp Cir, Dayton, OH 45409 19372xxxxx0
Rick Taylor - Morgan Stanley 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440
93743xxxx0 acm***********@m************.com
Harvest Financial 3183 Beaver Vu Dr A, Dayton, OH 45434
93785xxxx2 bja*****@g********.com 5.01
Seniors Financial Services 2655 Commons Blvd Ste 110, Beavercreek, OH 45431
93742xxxx6 amy@s***********.com
Ameriprise Financial: Austria Daniel T 4027 Colonel Glenn Hwy # 120, Beavercreek, OH 45431
74027xxxx3 dan*************@a***.com
Northwestern Mutual 70 Birch Alley #210, Beavercreek, OH 45440
93742xxxx0 a.-***********@n*****************.com 4.1 9 105657 15895
Stephan and Associates Wealth Management 354 N Detroit St, Xenia, OH 45385
93737xxxx2 inf*@s************.com 5 2
Shannon & Company CPA 2355 Lakeview Dr, Beavercreek, OH 45431
93742xxxx9 inf*@s*********.com 4.4 12
Birchcreek Wealth Management 2955 Exchange Pl Blvd #103, Dayton, OH 45342
93756xxxx6 dan*******@b***************.com 5 8
Nexus Financial LLC
54079xxxx9 5 9
Randall Helt - Financial Advisor, Ameriprise Financial Services, LLC 4404 Buckeye Ln Ste 240, Beavercreek, OH 45440
93745xxxx0 ale************@a***.com
Rik Saylor Financial - Satellite Office 70 Birch Alley, Beavercreek, OH 45440
88829xxxx1 eha*****@r*****************.com 451 8
Edward Jones - Financial Advisor: Mark A Koogler II 101 E Alex Bell Rd Ste 145, Dayton, OH 45459
93756xxxx2 and*******@c*************.ca
Financial Freedom, LLC 70 Birch Alley suite 240, Beavercreek, OH 45440
93745xxxx1 aao@f******.com
Baskin Financial Planning 3965 Pepperwell Cir, Sugarcreek Township, OH 45440
71920xxxx2 eri*@b*******.com 5 19
Paige Henry - Raymond James 313 E Stroop Rd, Dayton, OH 45429
93729xxxx0 doe*@r**************.com 681 4
Ameriprise Financial 525 Windsor Park Dr, Dayton, OH 45459 93731xxxx6
Russell & Company 3174 Presidential Dr, Beavercreek, OH 45324-2039
93732xxxx3 and**@t****************.com
Dynamic Pension Services 2176 Hewitt Ave #1, Dayton, OH 45440
93743xxxx8 3 5
Artifex Financial Group 2305 Far Hills Ave, Dayton, OH 45419
85575xxxx4 abr******@a***************.com 4.1 14 288 2
James E. Ghory, Jr. - Morgan Stanley 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440
93743xxxx0 acm***********@m************.com
Fifth Third Securities - Joseph Nadeau 1095 E Dayton Yellow Springs Rd, Fairborn, OH 45324
93737xxxx3 apr*******@5*.com
American Financial Planners 2142 S Smithville Rd, Dayton, OH 45420
93725xxxx8 4.7 91 87 3
5 33
Fiduciary Wealth Group, LLC 6784 Loop Rd Suite 208, Centerville, OH 45459
85556xxxx1 gxx***@f*******************.com 5 2
Edward Jones - Financial Advisor: Ron Solada 580 Lincoln Park Blvd Ste 133, Dayton, OH 45429
93750xxxx3 and*******@c*************.ca 176
Morgan Stanley 4380 Buckeye Ln Ste 200, Beavercreek, OH 45440 88825xxxx4
James Investment Research Inc 1349 Fairground Rd, Xenia, OH 45385
93742xxxx0 bja***@j******.com 5 9 2418
Fifth Third Private Bank - Nicholas Heppner 1 S Main St, Dayton, OH 45402 93722xxxx0
D C S Accounting & Tax 3333 Dayton Xenia Rd, Beavercreek, OH 45432
93743xxxx0 dso****@d******************.com 5 1
Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC 4404 Buckeye Ln # 240, Beavercreek, OH 45440
93745xxxx0 ale************@a***.com
Edward Jones - Financial Advisor: Brad Thorp 70 W Franklin St, Dayton, OH 45459
93758xxxx0 and*******@c*************.ca
Smith Moses & Cozad (formally Smith, Moses & Company) 2149 N Fairfield Rd suite b, Beavercreek, OH 45431
93743xxxx0 cwe******@f*********.com 224
Demma-Novak Wealth Management 70 Birch Alley, Beavercreek, OH 45440
86677xxxx9 inf*@d*********.com
Pathways Financial Credit Union 175 Campbell St, Dayton, OH 45417
93722xxxx3 abr******@p*********.com 4.8 97 4263 40 4200
First Command District Advisor - Pete Whelan 51 Plum St Ste 260, Beavercreek, OH 45440
93742xxxx0 ban*****@f***********.com 7099 259
First Command Financial Planning: Cleeton Brad 4407 Walnut St, Beavercreek, OH 45440
93742xxxx0 aar*******@f***********.com 7136 261