Financial advisers in Toledo, Ohio
6 profiles with reported offices in Toledo, Ohio. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Alan LanczPresidentAlan B. Lancz & AssociatesCRD 731986
Brian SchmitzOwnerStructured Wealth ManagementCRD 2612181
Thomas RogersOwner/CCOStructured Wealth ManagementCRD 3251381
Nathan ReiterInvestment adviser representativeStructured Wealth ManagementCRD 4687834- Paul ManolInvestment adviser representativeStructured Wealth ManagementCRD 6175271
- Elliot BorgeInvestment adviser representativeLifeworks AdvisorsCRD 7130844
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.