Budros, Ruhlin & Roe, Inc.

Budros, Ruhlin & Roe, Inc. (CRD# 106536) is a financial advisory firm headquartered in Columbus, OH. They manage $2,296,442,266 in 5,981 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,296
    MILLION
  • Total Number of Accounts
    5,981
    ACCOUNTS
  • Average Account Value
    $383,956
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
  • Pension consulting services
  • 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, CO, FL, GA, IL, KY, MA, MI, NC, NY, OH, PA, SC, TN, TX, VA, WV

Financial Advisors at Budros, Ruhlin & Roe, Inc.
Showing 11 - 20 of 27 top financial advisors.
11
Amy B. Kelly
CRD#: 2923596
Columbus, OH 43215

Amy Kelly (CRD# 2923596) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Amy Kelly 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.

12
Scott R. Kidwell
CRD#: 4293796
Columbus, OH 43215

Scott Kidwell (CRD# 4293796) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Scott Kidwell 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.

13
Michael D. Kline
CRD#: 3157623
Columbus, OH 43215

Michael Kline (CRD# 3157623) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Michael Kline 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.

14
Jessica A. Lee
CRD#: 3088330
Columbus, OH 43215

Jessica Lee (CRD# 3088330) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 20 years of experience in the finance industry.

15
Gary J. Marcinick
CRD#: 1491891
Columbus, OH 43215

Gary Marcinick (CRD# 1491891) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 30 years of experience in the finance industry.

16
John P. McHugh
CRD#: 4670494
Columbus, OH 43215

John McHugh (CRD# 4670494) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. John McHugh 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.

17
Kyle Radabaugh
CRD#: 6957612
Columbus, OH 43215

Kyle Radabaugh (CRD# 6957612) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Kyle Radabaugh 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.

18
Michael S. Rister
CRD#: 3262509
Columbus, OH 43215

Michael Rister (CRD# 3262509) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 18 years of experience in the finance industry.

19
Jamie L. Rizer
CRD#: 6761923
Columbus, OH 43215

Jamie Rizer (CRD# 6761923) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Jamie Rizer 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.

20
Daniel B. Roe
CRD#: 1681731
Columbus, OH 43215

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.

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