Vicki Missler is a registered investment advisor, based in Norwalk, OH, with 22 years of industry experience.
Location
1151 Peru Olena Rd. W., Norwalk, OH, 44857
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vicki is an independent insurance agent through various companies since 2018, dedicating about 10-20% of her time. She is also an advisory representative of a RIA, a board member for several organizations, an agent/owner/partner at Missler Financial Services, and an independent insurance agent for Legacy Capital Advisors LLC.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
The O.N. Equity Sales CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.