Ted Saneholtz, financial advisor Columbus OH
90 score

Ted Saneholtz

CRD Number: 1197670
Current Firm: Summit Financial Strategies Inc.

Ted Saneholtz (CRD# 1197670) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry. Ted Saneholtz 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.

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Professional Designations
Company Name Location Dates Years
Summit Financial Strategies, Inc. Columbus, OH Jan 2016 - Current < 1
Summit Financial Strategies, Inc. Columbus, OH Oct 1995 - Jan 2016 20

Ted Saneholtz has no recent exams reported.
Contact Info for Ted K. Saneholtz
Phone Number: 614-885-1115
Firm Website: http://www.summitfin.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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