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).
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Total Assets Under Management167MILLION
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Total Number of Accounts1,420ACCOUNTS
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Average Account Value$117,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, FL, GA, IN, KY, LA, OH, TX
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.
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.
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.
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.
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.
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.