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Financial ADVSR advisor directory · SEC adviser records

Waller Financial Planning Group, Inc. financial advisors in Ohio

Every SEC-registered investment adviser representative at a Waller Financial Planning Group, Inc. office in Ohio, by city and A to Z.

The short answer

4 registered advisors work at Waller Financial Planning Group, Inc. in Ohio, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Columbus (4). 4 list the CFP designation and 0 are also registered broker representatives.

Waller Financial Planning Group, Inc. advisors by city in Ohio

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Columbus 4

Waller Financial Planning Group, Inc. advisors in Ohio, A to Z

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Questions

How many Waller Financial Planning Group, Inc. financial advisors are in Ohio?

4 investment adviser representatives are registered at Waller Financial Planning Group, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Waller Financial Planning Group, Inc. have the most advisors?

Columbus, with 4. Waller Financial Planning Group, Inc. has advisors in 1 city in Ohio.

How do I check a Waller Financial Planning Group, Inc. advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Waller Financial Planning Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.