Center For Wealth Management Advisory

Center For Wealth Management Advisory (CRD# 171221) is a financial advisory firm headquartered in Cincinnati, OH. They manage $114,000,000 in 656 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $173,780
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
  • Other
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.

MA

Financial Advisors at Center For Wealth Management Advisory
Showing 1 - 7 of 7 top financial advisors.
1
Joann V. Wood
CRD#: 867511
228 Mill St, Milford, OH 45150
96
Wealthminder
score

Joann Wood (CRD# 867511) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Milford, OH and has over 36 years of experience in the finance industry. Joann Wood 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.

2
Keith D. Burkhardt
CRD#: 4312285
4355 Ferguson Dr., 200, Cincinnati, OH 45245
93
Wealthminder
score

Keith Burkhardt (CRD# 4312285) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Cincinnati, OH and has over 16 years of experience in the finance industry.

3
Jason D. Feist
CRD#: 5211640
4355 Ferguson Dr., 200, Cincinnati, OH 45245
93
Wealthminder
score

Jason Feist (CRD# 5211640) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Cincinnati, OH and has over 10 years of experience in the finance industry.

4
Deborah A. Saas
CRD#: 1525398
4355 Ferguson Dr., 200, Cincinnati, OH 45245
93
Wealthminder
score

Deborah Saas (CRD# 1525398) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Cincinnati, OH and has over 31 years of experience in the finance industry.

5
Christopher M. Wright
CRD#: 4263057
4355 Ferguson Dr., 200, Cincinnati, OH 45245
93
Wealthminder
score

Christopher Wright (CRD# 4263057) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Cincinnati, OH and has over 14 years of experience in the finance industry.

6
Randall G. Daniel
CRD#: 4871639
Land O'Lakes, FL
83
Wealthminder
score

Randall Daniel (CRD# 4871639) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Land O'Lakes, FL and has over 13 years of experience in the finance industry.

7
Bradley M. Howard
CRD#: 4754385
4355 Ferguson Dr., 200, Cincinnati, OH 45245
83
Wealthminder
score

Bradley Howard (CRD# 4754385) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Cincinnati, OH and has over 14 years of experience in the finance industry.

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