Budros, Ruhlin & Roe, Inc.

Budros, Ruhlin & Roe, Inc. (CRD# 106536) is a financial advisory firm headquartered in Columbus, OH. They manage $2,046,654,273 in 6,511 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,047
    MILLION
  • Total Number of Accounts
    6,511
    ACCOUNTS
  • Average Account Value
    $314,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
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.

AZ, CA, FL, GA, IL, IN, KY, MA, MI, NC, NY, OH, TX, VA, WA

Financial Advisors at Budros, Ruhlin & Roe, Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Daniel B. Roe
CRD#: 1681731
1801 Watermark Dr, Suite 300, Columbus, OH 43215
103
Wealthminder
score

Daniel Roe (CRD# 1681731) is the Chief Investment Officer  at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 28 years of experience in the wealth managemnet industry. Daniel Roe 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
Shawn R. Ballinger
CRD#: 4279047
1801 Watermark Drive, Suite 300, Columbus, OH 43215
96
Wealthminder
score

Shawn Ballinger (CRD# 4279047) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 5 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.

3
Daniel L. Due
CRD#: 2933018
1801 Watermark Dr, Suite 300, Columbus, OH 43215
96
Wealthminder
score

Daniel Due (CRD# 2933018) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 19 years of experience in the finance industry. Daniel Due 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.

4
John D. Schuman
CRD#: 4520722
1801 Watermark Dr, Suite 300, Columbus, OH 43215
96
Wealthminder
score

John Schuman (CRD# 4520722) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 14 years of experience in the finance industry. John Schuman 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.

5
Eric G. Shisler
CRD#: 1783814
1801 Watermark Drive, Suite 300, Columbus, OH 43215
96
Wealthminder
score

Eric Shisler (CRD# 1783814) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 28 years of experience in the finance industry.

6
Jessica A. Lee
CRD#: 3088330
1801 Watermark Dr, Suite 300, Columbus, OH 43215
93
Wealthminder
score

Jessica Lee (CRD# 3088330) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 17 years of experience in the finance industry.

7
Gary J. Marcinick
CRD#: 1491891
1801 Watermark Drive, Suite 300, Columbus, OH 43215
93
Wealthminder
score

Gary Marcinick (CRD# 1491891) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 27 years of experience in the finance industry.

8
Samantha J. Anderson
CRD#: 5504192
1801 Watermark Drive, Suite 300, Columbus, OH 43215
90
Wealthminder
score

Samantha Anderson (CRD# 5504192) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Samantha Anderson 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.

9
Aaron T. Armstrong
CRD#: 5200946
1801 Watermark Drive, Suite 300, Columbus, OH 43215
90
Wealthminder
score

Aaron Armstrong (CRD# 5200946) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Aaron Armstrong 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.

10
James L. Budros
CRD#: 2714592
1801 Watermark Dr, Suite 300, Columbus, OH 43215
90
Wealthminder
score

James Budros (CRD# 2714592) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. James Budros 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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