PDS Planning Inc
Legal Name: PDS PLANNING INC
Full Contact Details
PDS Planning Inc
2200 WEST FIFTH AVENUE, SUITE 200, COLUMBUS, OH
614-481-8449
855-805-3508
Other Info
PDS Planning Inc is a reputable OH Corporation with a team of 13 dedicated employees, 11 of whom are committed to advisory roles, thus ensuring clients receive tailored guidance. With over three decades of experience, the firm boasts an approved SEC status and an impressive track record. They currently serve three clients and continue to excel in their field.
PDS Planning | Fee-Only Financial Advisors in Columbus, Ohio
PDS Planning is a Columbus, Ohio financial planning services firm, specializing in retirement planning, fiduciary accounting & investment advising.
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Direct Owners
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JAMIE PAUL MENGES
VICE-PRESIDENT owns more than 25% but less than 50%
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KURT M BROWN
SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
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RITA M ITSELL
PRESIDENT owns more than 25% but less than 50%