#1Strategence Capital LLC
STRATEGENCE CAPITAL LLC
Based in Van Wert, OH
Retirement Plan Advisors in Van Wert County, OH
The top-ranked retirement plan advisors serving Van Wert County, OH are Strategence Capital LLC, Trueblood Wealth Management, LLC and Hardy & Hardy Co LLC. We list 12 retirement plan advisors serving Van Wert County, OH. 12 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Van Wert County, OH. 12 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Van Wert County
#2Trueblood Wealth Management, LLC
TRUEBLOOD WEALTH MANAGEMENT, LLCServes this area from OH#3Hardy & Hardy Co LLC
HARDY & HARDY CO LLCServes this area from Fort Shawnee, OH (26 mi)#4Reservoir Wealth Management
RESERVOIR RETIREMENT MANAGEMENT, LLCServes this area from OH#5Apple Tree Asset Management, LLC
APPLE TREE ASSET MANAGEMENT, LLCServes this area from Fort Wayne, IN (29 mi)#6Qbox Fiduciary Solutions, LLC
QBOX FIDUCIARY SOLUTIONS, LLCServes this area from Fort Wayne, IN (30 mi)#7Compass Financial Advisors LLC
COMPASS FINANCIAL ADVISORS LLCServes this area from Fort Wayne, IN (35 mi)#8Howard Bailey Securities, LLC
HOWARD BAILEY SECURITIES, LLCServes this area from Fort Wayne, IN (36 mi)#9Dickmeyer Boyce Financial Management, Inc
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INCServes this area from Fort Wayne, IN (37 mi)#10Galecki Financial Management Inc
GALECKI FINANCIAL MANAGEMENT INCServes this area from IN
2 more providers serving this area
- Phillips Financial, Fort Wayne, IN (37 mi)
- Vestia Personal Wealth Advisors, Fort Wayne, IN (38 mi)
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Frequently asked questions
How many retirement plan advisors serve Van Wert County?
We list 12 retirement plan advisors serving Van Wert County, OH: 1 based there and 11 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Van Wert County?
The top-ranked retirement plan advisors serving Van Wert County, OH are Strategence Capital LLC, Trueblood Wealth Management, LLC, Hardy & Hardy Co LLC, Reservoir Wealth Management and Apple Tree Asset Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Van Wert County are verified against official records?
10 of the top 10 match an active official record: Strategence Capital LLC (U.S. Securities and Exchange Commission), Trueblood Wealth Management, LLC (U.S. Securities and Exchange Commission), Hardy & Hardy Co LLC (U.S. Securities and Exchange Commission), Reservoir Wealth Management (U.S. Securities and Exchange Commission) and Apple Tree Asset Management, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Van Wert, Convoy, Ohio City, Middle Point, Willshire, Scott, Wren, Venedocia, Elgin