Signature Equity Partners, LLC

Signature Equity Partners, LLC (CRD# 327455) is a financial advisory firm headquartered in Columbus, OH. They manage $100,022,813 in 759 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $131,782
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, MI, MN, NH, OH, PA, TX, VA

Financial Advisors at Signature Equity Partners, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Joshua J. Beitel
CRD#: 5911459
13300 S. West Bayshore Drive, Suite B-1, Traverse City, MI 49684

Joshua Beitel (CRD# 5911459) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Traverse City, MI and has over 10 years of experience in the finance industry.

2
Craig A. Leppien
CRD#: 4394900
13300 S. West Bayshore Drive, Suite B-1, Traverse City, MI 49684

Craig Leppien (CRD# 4394900) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Traverse City, MI and has over 17 years of experience in the finance industry.

3
Nickolas Magora
CRD#: 5594139
670 Meridian Way, Westerville, OH 43082

Nickolas Magora (CRD# 5594139) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Westerville, OH and has over 11 years of experience in the finance industry.

4
Brian T. Maher
CRD#: 2877392
670 Meridian Way, Suite 133, Westerville, OH 43082

Brian Maher (CRD# 2877392) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Westerville, OH and has over 26 years of experience in the finance industry.

5
Charles A. Powell
CRD#: 6562061
103 South Main Street, Mount Vernon, OH 43050

Charles Powell (CRD# 6562061) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Mount Vernon, OH and has 1 year of experience in the finance industry.

6
Jon D. Stacy
CRD#: 4219292
5800 Monroe Street, Building B, Sylvania, OH 43560

Jon Stacy (CRD# 4219292) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Sylvania, OH and has over 12 years of experience in the finance industry.

7
Joshua C. Strouse
CRD#: 5139543
103 South Main Street, Mount Vernon, OH 43050

Joshua Strouse (CRD# 5139543) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Mount Vernon, OH and has over 17 years of experience in the finance industry.

8
James M. Tschantz
CRD#: 1765414
Massillon, OH

James Tschantz (CRD# 1765414) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Massillon, OH and has over 34 years of experience in the finance industry.

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