Shawn Ballinger, financial advisor Grove City OH

Shawn Ballinger

CRD Number: 4279047
Current Firm: Columbus Street Financial Planning, LLC

Shawn Ballinger (CRD# 4279047) is an Investment Advisor Representative working at Columbus Street Financial Planning, LLC in Grove City, OH and has over 9 years of experience in the finance industry. Shawn Ballinger 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
Columbus Street Financial Planning, LLC Grove City, OH Apr 2019 - Current 1
Budros, Ruhlin & Roe, Inc. Columbus, OH Sep 2012 - Feb 2019 6
Lpl Financial Columbus, OH Nov 2008 - Sep 2012 3
Waller Financial Planning Group Inc. Columbus, OH Aug 2005 - Sep 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
Contact Info for Shawn R. Ballinger
Phone Number: 614-662-4250
Registered State(s):
  • OH
Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $58,809
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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