Earl F. Manter

H&M FINANCIAL ADVISORS

MARION, OH 43302

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CRD#: 4550240

Professional summary

Earl Frederick Manter is a registered financial advisor currently at H&M FINANCIAL ADVISORS located in Marion, Ohio.

Earl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Earl has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

A PARTNER WITH HOLBROOK & MANTER, A NON-INVESTMENT RELATED CPA FIRM, WORKING 160 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Earl Frederick Manter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 1, 2000 - Present

H&M FINANCIAL ADVISORS

Office #1: 181 E. Center St., Marion, OH 43302

RIA

CRD#: 121115

MARION, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/1/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/1999

Uniform Investment Adviser Law Examination

Current Firm

H&M FINANCIAL ADVISORS

H&M FINANCIAL ADVISORS | H&M FINANCIAL ADVISORS, LLC

CRD#: 121115 / SEC#:

Ohio

Registered Investment Advisory firm - (5/23/2000 Approved)

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Contact information

Main Address

181 East Center St, Marion, OH 43302

Mailing Address

Phone number

(740) 387-8620

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Earl F. Manter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Earl Frederick Manter's CRS (Customer Relationship Summary).

Certified licenses

Experience

H&M FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/1999

Current Firm

H&M FINANCIAL ADVISORS

Contact information

Documents

Red Flags

Company Information

H&M FINANCIAL ADVISORS

TRUST BUT VERIFY

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