Center For Wealth Management Advisory

Center For Wealth Management Advisory (CRD# 171221) is a financial advisory firm headquartered in Amelia, OH. They manage $166,725,188 in 1,420 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
Po Box 778, Amelia, OH 45102
http://www.centerforwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $117,412
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IN, KY, LA, OH, TX

Financial Advisors at Center For Wealth Management Advisory
Showing 1 - 6 of 6 top financial advisors.
1
Keith Burkhardt, financial advisor Milford OH
Keith D. Burkhardt
CRD#: 4312285
Milford, OH

Keith Burkhardt (CRD# 4312285) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Milford, OH and has over 22 years of experience in the finance industry.

2
Randall Daniel, financial advisor Land O'Lakes FL
Randall G. Daniel
CRD#: 4871639
Land O'Lakes, FL

Randall Daniel (CRD# 4871639) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Land O'Lakes, FL and has over 19 years of experience in the finance industry.

3
Jason Feist, financial advisor Milford OH
Jason D. Feist
CRD#: 5211640
Milford, OH

Jason Feist (CRD# 5211640) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Milford, OH and has over 16 years of experience in the finance industry.

4
Deborah Saas, financial advisor Milford OH
Deborah A. Saas
CRD#: 1525398
Milford, OH

Deborah Saas (CRD# 1525398) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Milford, OH and has over 37 years of experience in the finance industry.

5
Christopher Wright, financial advisor Milford OH
Christopher M. Wright
CRD#: 4263057
Milford, OH

Christopher Wright (CRD# 4263057) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Milford, OH and has over 20 years of experience in the finance industry.

6
Jerome Fitzharris, financial advisor Centerville OH
Jerome K. Fitzharris
CRD#: 4867680
7036 Corporate Way, Centerville, OH 45459

Jerome Fitzharris (CRD# 4867680) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Centerville, OH and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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