Meeder Advisory Services Inc

Meeder Advisory Services, Inc. is an Ohio-based corporation with 89 employees, 15 of which are in advisory roles. While it is unclear how many clients they serve, their SEC status is listed as Approved with a registration date of Oct 23, 1991.

• ADAM SCOTT NESS

  CHIEF FINANCIAL OFFICER owns less than 5%

• ADAM SCOTT NESS

  CHIEF OPERATIVE OFFICER owns less than 5%

• CLINTON LEE BREWER

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• DALE WILLIAM SMITH

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• DANIEL PATRICK OTOOLE

  SENIOR VICE PRESIDENT owns less than 5%

• DOUGLAS RICHARD JENNINGS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JOHN JASON CLICK

  SENIOR VICE PRESIDENT owns less than 5%

• MEEDER INVESTMENT MANAGEMENT, INC.

  PARENT CORPORATION owns 75% or more

• ROBERT SHERMAN (JR) MEEDER

  PRESIDENT owns less than 5%

• TIMOTHY NEIL MCCABE

  CHIEF LEGAL OFFICER owns less than 5%

• ROBERT SHERMAN (JR) MEEDER

  PRESIDENT owns more than 50% but less than 75%

• ROBERT SHERMAN (SR) MEEDER

  SHAREHOLDER owns more than 25% but less than 50%

• ROBERT S. MEEDER, JR., AS TRUSTEE OF THE ROBERT S. MEEDER, JR. RESTATED TRUST, U/T/A DATED MAY 22, 2018, AS AMENDED

  PRESIDENT owns more than 50% but less than 75%

• ROBERT S. MEEDER, SR., AS TRUSTEE OF THE THE ROBERT S. MEEDER, SR. 2019 IRREVOCABLE TRUS

  SHAREHOLDER owns more than 25% but less than 50%

• Meeder Public Funds Inc
• Harrington Asset Management Inc
• Everhart Financial Group Inc
• Advanced Asset Management Advisors Inc
• Frazier Financial Advisors LLC
• Meeder Asset Management Inc
• Retirement Strategies Ltd
• Consolidated Financial Management Group LLC
• Keeler & Nadler Financial Planning and Wealth Management LLC