Bollin Wealth Management, LLC
Bollin Wealth Management, LLC (CRD# 150396) is a financial advisory firm headquartered in Perrysburg, OH. They manage $62,234,950 in 398 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management62MILLION
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Total Number of Accounts398ACCOUNTS
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Average Account Value$156,369
- 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
MI, OH
Phillip Bollin (CRD# 4537321) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Perrysburg, OH and has over 13 years of experience in the finance industry. Phillip Bollin 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Robert Schmansky (CRD# 4530174) is an Investment Advisor Representative working at Clear Financial Advisors, LLC in Livonia, MI and has over 15 years of experience in the finance industry. Robert Schmansky 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.
Andrew Blazer (CRD# 7874605) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Perrysburg, OH and has 1 year of experience in the finance industry.