Erin Wittmann, financial advisor Columbus OH

Erin Wittmann

CRD Number: 6069400
Current Firm: Hamilton Capital

Erin Wittmann (CRD# 6069400) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 8 years of experience in the finance industry. Erin Wittmann 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.

Similar Advisors
Teresa Owsley, financial advisor Columbus OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Fred Abbott, financial advisor Columbus OH
Fred J. Abbott
CRD# 2278230
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Hamilton Capital, LLC Columbus, OH Jan 2020 - Current 4
Hamilton Capital, LLC Columbus, OH Nov 2016 - Dec 2019 3
Robert Half - U.s. Bank Columbus, OH Jul 2016 - Nov 2016 < 1
Sfg Wealth Planning Doylestown, PA Jun 2015 - Jun 2016 1
Ohio University Athens, OH Sep 2011 - May 2015 3
Mansfield Schools Mansfield, OH Jan 2005 - May 2015 10
Century National Bank Athens, OH Jan 2014 - Jan 2015 1
Richland Bank Mansfield, OH May 2013 - Jan 2015 1
Prats & Hogsette Financial Group Mansfield, OH Jun 2012 - Jan 2015 2
Ohio University Athens, OH Aug 2013 - Dec 2014 1
Texas Roadhouse Athens, OH Mar 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Erin L. Wittmann
Phone Number: 614-273-1000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    4,220
    MILLIONS
  • Total Number of Accounts
    8,483
    ACCOUNTS
  • Average Account Value
    $497,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Erin Wittmann and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.