Jane PrauseCRD Number: 5313464
Current Firm: First Ohio Planning, LLC
Jane Prause (CRD# 5313464) is an Investment Advisor Representative working at First Ohio Planning, LLC in Columbus, OH and has 1 year of experience in the finance industry. Jane Prause 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
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Royal Alliance Associates, Inc.||Columbus, OH||Mar 2007 - Current||11|
|First Ohio Planning, LLC||Columbus, OH||Feb 2007 - Current||11|
Total Assets Under Management291MILLIONS
Total Number of Accounts759ACCOUNTS
Average Account Value$382,991
- 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)
- Educational seminars/workshops