John ClickCRD Number: 3060649
Current Firm: Meeder Investment Management, Inc.
John Click (CRD# 3060649) is an Investment Advisor Representative working at Meeder Investment Management, Inc. in Dublin, OH and has over 15 years of experience in the finance industry. John Click 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.
|Meeder Financial, Inc.||Dublin, OH||Apr 2009 - Current||8|
|Meeder Advisory Services, Inc.||Dublin, OH||Apr 2009 - Current||8|
|New Covenant Funds Dist., Inc.||Columbus, OH||Jul 2004 - Dec 2008||4|
|Ncf Investment Department Of New Covenant Trust Company, N.a.||Jeffersonville, IN||Jul 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
Total Assets Under Management5,320MILLIONS
Total Number of Accounts280ACCOUNTS
Average Account Value$18,999,239
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
CA, FL, IL, KS, MO, NE, OH, PA, TX