Consolidated Financial

Consolidated Financial (CRD# 119695) is a financial advisory firm headquartered in Dublin, OH. They manage $61,805,505 in 709 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $87,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, TX

Financial Advisors at Consolidated Financial
Showing 1 - 5 of 5 top financial advisors.
1
Edward S. Bell
CRD#: 2589174
5850 Venture Dr, Suite A, Dublin, OH 43017
96
Wealthminder
score

Edward Bell (CRD# 2589174) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 21 years of experience in the finance industry. Edward Bell 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
Andrew T. Roseberry
CRD#: 2589166
5850 Venture Dr, Suite A, Dublin, OH 43017
96
Wealthminder
score

Andrew Roseberry (CRD# 2589166) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 21 years of experience in the finance industry. Andrew Roseberry 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.

3
Jeffrey R. Bell
CRD#: 4197924
5850 Venture Dr, Suite A, Dublin, OH 43017
93
Wealthminder
score

Jeffrey Bell (CRD# 4197924) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 16 years of experience in the finance industry.

4
Richard B. Roby
CRD#: 4789039
5850 Venture Drive, Suite A, Dublin, OH 43017
83
Wealthminder
score

Richard Roby (CRD# 4789039) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 12 years of experience in the finance industry.

5
Steven A. Svetlick
CRD#: 2589535
5850 Venture Dr, Suite A, Dublin, OH 43017
71
Wealthminder
score

Steven Svetlick (CRD# 2589535) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.