Bollin Wealth Management, LLC

Bollin Wealth Management, LLC (CRD# 150396) is a financial advisory firm headquartered in Maumee, OH. They manage $18,000,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $150,000
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, OH

Financial Advisors at Bollin Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Phillip Bollin
CRD#: 4537321
118 W. Wayne St., Maumee, OH 43551
103
Wealthminder
score

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.

2
Darin S. Austin
CRD#: 6422420
Charlotte, NC
90
Wealthminder
score

Darin Austin (CRD# 6422420) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Charlotte, NC and has 1 year of experience in the finance industry. Darin Austin 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.

3
Paul W. Manol
CRD#: 6175271
118 W. Wayne St., Suite B, Maumee, OH 43537
90
Wealthminder
score

Paul Manol (CRD# 6175271) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Maumee, OH and has over 3 years of experience in the finance industry.

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