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Financial ADVSR advisor directory · SEC adviser records

Wwa Planning & Investments financial advisors in Columbus, IN

Every SEC-registered investment adviser representative at a Wwa Planning & Investments office in Columbus, A to Z.

The short answer

4 registered advisors work at Wwa Planning & Investments in Columbus, out of 4 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Wwa Planning & Investments advisors in Columbus, A to Z

Every Wwa Planning & Investments advisor →

Wwa Planning & Investments advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Columbus

All Columbus advisors →

Edward Jones 14Robert W. Baird & Co. Incorporated 7LPL Enterprise, LLC 6Smi Advisory Services, LLC 6Thrivent Investment Management Inc. 6Donaldson Capital Management LLC 5Kirr, Marbach & Company, LLC 5State Farm Investment Management Corp. 5Cetera Investment Advisers LLC 4Kessler Investment Group, LLC 3

Questions

How many financial advisors does Wwa Planning & Investments have in Columbus?

4 investment adviser representatives are registered at Wwa Planning & Investments offices in Columbus, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Wwa Planning & Investments one of the largest advisor employers in Columbus?

Wwa Planning & Investments ranks number 10 in Columbus by registered advisors; Edward Jones has the most, with 14.

How do I check a Wwa Planning & Investments advisor in Columbus?

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 Wwa Planning & Investments office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.