Common Wealth Management LLC

Common Wealth Management LLC (CRD# 150464) is a financial advisory firm headquartered in Columbus, OH. They manage $8,072,349 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6816 Caine Road, Columbus, OH 43015
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $152,308
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Common Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Kamann, financial advisor Columbus OH
Mark W. Kamann
CRD#: 2506981
6816 Caine Road, Columbus, OH 43015

Mark Kamann (CRD# 2506981) is an Investment Advisor Representative working at Common Wealth Management LLC in Columbus, OH and has over 29 years of experience in the finance industry.

2
Verna Ruby, financial advisor Columbus OH
Verna L. Ruby
CRD#: 844362
6816 Caine Road, Columbus, OH 43015

Verna Ruby (CRD# 844362) is an Investment Advisor Representative working at Common Wealth Management LLC in Columbus, OH and has over 43 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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