Advisors

Advisors registered through United Advisor Group

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Stephen James Wynne
United Advisor Group independent RIAIndependence, Oh 44131, Oh Jul 7, 202610 y01
Brian William Yeakley
dual registrant
United Advisor Group independent RIAMiamisburg, Oh Feb 23, 202320 y41
Joseph Zwemke
United Advisor Group independent RIACincinnati, Oh Jul 16, 202510 y11
Page 2 of 2Previous
53 advisors match.