Financial advisers in Westlake, Ohio
7 profiles with reported offices in Westlake, Ohio. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Michelle TaylorChief Operations Officer / Chief Compliance OfficerBalanced Wealth GroupCRD 2638947
- Matthew DaughertyCEO/President / Managing MemberBalanced Wealth GroupCRD 4433690
- Roger PotterInvestment adviser representativeBalanced Wealth GroupCRD 4548188
- Joshua HarrellPartner / Lead AdvisorBalanced Wealth GroupCRD 5556167
Cameron BradyVice PresidentMichael Brady & Co.CRD 6132327- Andreas KoustisInvestment adviser representativeWestPoint Wealth ManagementCRD 6424568
- Matthew GottshallPartner / Lead AdvisorBalanced Wealth GroupCRD 6647963
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.