Waller Financial Planning Group Inc
Legal Name: WALLER FINANCIAL PLANNING GROUP, INC.
Full Contact Details
Waller Financial Planning Group Inc
941 CHATHAM LANE SUITE 212, COLUMBUS, OH
614-457-7026
614-457-0911
Other Info
Waller Financial Planning Group, Inc. is an Ohio corporation with 11 employees, the majority of which hold advisory roles. Despite only serving 3 clients, the firm's SEC status is listed as approved with a registration date of January 10, 2012.
Waller Financial Planning Group | Investment & Wealth Management Services Financial Advisor Columbus, Ohio
Waller Financial Planning Group is an investment advisory firm dedicated in assisting clients pursue their desired lifestyle & legacy through holistic financial structure and long-term counsel. Our team-based approach provides clients with decades of expertise.
Direct Owners
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CHARLES ARTHUR KERWOOD
PARTNER AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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CHRISTOPHER OWEN OLSGARD
PARTNER owns more than 25% but less than 50%
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JASON ALLEN ELIASON
PARTNER owns more than 25% but less than 50%
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JASON EDWARD FARRIS
PARTNER owns more than 25% but less than 50%