Budros Ruhlin & ROE Inc

Budros Ruhlin & ROE, Inc, also known as BUDROS, RUHLIN & ROE, INC., is an OH Corporation registered with the U.S. Securities and Exchange Commission since August 26, 1988. With 44 employees and 25 working in advisory roles, the firm serves 21 clients. It is currently approved by the SEC and continues to offer professional financial analysis and consulting services.

• AARON TIMOTHY ARMSTRONG

  MEMBER OF BOARD OF DIRECTORS owns less than 5%

• BRIAN ROCCO JACK

  VICE PRESIDENT, DIRECTOR OF OPERATIONS owns less than 5%

• DANIEL BEALE ROE

  CO-CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, & MEMBER OF THE BOARD OF DIRECTORS owns more than 25% but less than 50%

• ERIC GERHARD SHISLER

  VICE PRESIDENT & DIRECTOR OF RESEARCH owns less than 5%

• GARY JOHN MARCINICK

  EXECUTIVE VICE PRESIDENT OF BUSINESS DEVELOPMENT owns less than 5%

• JAMES LOUIS BUDROS

  MEMBER OF THE BOARD OF DIRECTORS owns less than 5%

• JOHN DAVID SCHUMAN

  CO-CHIEF EXECUTIVE OFFICER, CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER, & MEMBER OF THE BOARD OF DIRECTORS owns more than 25% but less than 50%

• KAREN MARIE THOMPSON

  DIRECTOR OF HUMAN RESOURCES owns less than 5%

• MICHAEL SCOTT RISTER

  PRESIDENT owns less than 5%

• PEGGY MILLER RUHLIN

  CHAIR OF THE BOARD OF DIRECTORS owns more than 25% but less than 50%

• BUDROS, RUHLIN & ROE, INC.

  TREASURY SHARES owns more than 10% but less than 25%

• DANIEL LAWRENCE DUE

  SR. WEALTH MANAGER owns more than 5% but less than 10%

• TRACIE CHRISTINE PATTEN

  SR. DIRECTOR OF MARKETING owns less than 5%

• Danison & Associates Inc
• Future Finances Inc
• Core Investment Advisors LLC
• Strategic Asset Management Inc
• Rockbridge Capital LLC
• G2 Capital Management LLC
• Wealthstone Inc
• Waller Financial Planning Group Inc
• TCP Asset Management LLC
• SUMMIT FINANCIAL STRATEGIES INC

• Investment Holding Changes: BRR OpCo, LLC Q2 2022 vs. Q3 2022