Colburn Wealth Management, LLC

Colburn Wealth Management, LLC (CRD# 157870) is a financial advisory firm headquartered in Mount Sterling, OH. They manage $12,418,810 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $100,966
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

OH

Financial Advisors at Colburn Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Danny R. Colburn
CRD#: 5937382
27 N. London St., Mount Sterling, OH 43143
90
Wealthminder
score

Danny Colburn (CRD# 5937382) is an Investment Advisor Representative working at Colburn Wealth Management, LLC in Mount Sterling, OH and has over 6 years of experience in the finance industry.

2
Paul D. Chapman
CRD#: 4776398
27 N. London St., Mount Sterling, OH 43143
83
Wealthminder
score

Paul Chapman (CRD# 4776398) is an Investment Advisor Representative working at Colburn Wealth Management, LLC in Mount Sterling, OH and has over 13 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.