Brian StertzerCRD Number: 1155660
Current Firm: Wealthstone Inc.
Brian Stertzer (CRD# 1155660) is an Investment Advisor Representative working at Wealthstone Inc. in Columbus, OH and has 1 year of experience in the finance industry. Brian Stertzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Wealthstone||Columbus, OH||Apr 2007 - Current||10|
|Wealthstone||Columbus, OH||Jan 2006 - Apr 2007||1|
Total Assets Under Management592MILLIONS
Total Number of Accounts850ACCOUNTS
Average Account Value$696,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IN, KS, LA, MD, MI, NC, OH, PA, SC, TN, TX, VA