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 21 - 27 of 27 top financial advisors.
21
Peggy M. Ruhlin
CRD#: 2708253
Columbus, OH 43215

Peggy Ruhlin (CRD# 2708253) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Peggy Ruhlin 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.

22
John D. Schuman
CRD#: 4520722
Columbus, OH 43215

John Schuman (CRD# 4520722) 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. 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.

23
Eric G. Shisler
CRD#: 1783814
Columbus, OH 43215

Eric Shisler (CRD# 1783814) 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.

24
Isaiah S. Stidham
CRD#: 6484197
Columbus, OH 43215

Isaiah Stidham (CRD# 6484197) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Isaiah Stidham 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.

25
Jeffrey E. Suchy
CRD#: 6484165
Columbus, OH 43215

Jeffrey Suchy (CRD# 6484165) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Jeffrey Suchy 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.

26
Kevin W. Wuebker
CRD#: 6484170
Columbus, OH 43215

Kevin Wuebker (CRD# 6484170) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Kevin Wuebker 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.

27
Emily K. Zeller
CRD#: 6860779
Columbus, OH 43215

Emily Zeller (CRD# 6860779) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

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