Thresa Alexander, financial advisor Columbus OH

Thresa Alexander

CRD Number: 1189542
Current Firm: Alexander Financial Planning, Inc.

Thresa Alexander (CRD# 1189542) is an Investment Advisor Representative working at Alexander Financial Planning, Inc. in Columbus, OH and has over 25 years of experience in the finance industry. Thresa Alexander 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
Wrp Investments, Inc. Columbus, OH Sep 1998 - Current 25
Alexander Financial Planning, Inc. Columbus, OH Aug 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
Contact Info for Thresa R. Alexander
Phone Number: 614-538-1600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    70
    MILLIONS
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $192,219
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

OH

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