John E. Sestina And Company

John E. Sestina And Company (CRD# 108634) is a financial advisory firm headquartered in Columbus, OH. They manage $496,558,901 in 18,449 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    497
    MILLION
  • Total Number of Accounts
    18,449
    ACCOUNTS
  • Average Account Value
    $26,915
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, CT, FL, GA, IL, LA, MI, NC, NJ, NY, OH, PA, TN, TX, VA

Financial Advisors at John E. Sestina And Company
Showing 1 - 7 of 7 top financial advisors.
1
Tad A. Herrington
CRD#: 5640586
1161 Bethel Road, Suite 201, Columbus, OH 43220
91
Wealthminder
score

Tad Herrington (CRD# 5640586) is an Investment Advisor Representative working at John E. Sestina And Company in Columbus, OH and has over 3 years of experience in the finance industry. Tad Herrington 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
Matthew M. Brandeburg
CRD#: 6684480
1161 Bethel Road, Suite 201, Columbus, OH 43220
90
Wealthminder
score

Matthew Brandeburg (CRD# 6684480) is an Investment Advisor Representative working at John E. Sestina And Company in Columbus, OH and has 1 year of experience in the finance industry. Matthew Brandeburg 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
Craig A. Constantinovich
CRD#: 6643045
1161 Bethel Road, Suite 201, Columbus, OH 43220
90
Wealthminder
score

Craig Constantinovich (CRD# 6643045) is an Investment Advisor Representative working at John E. Sestina And Company in Columbus, OH and has 1 year of experience in the finance industry. Craig Constantinovich 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.

4
Tyler V. Cook
CRD#: 6642998
1161 Bethel Road, Suite 201, Columbus, OH 43220
90
Wealthminder
score

Tyler Cook (CRD# 6642998) is an Investment Advisor Representative working at John E. Sestina And Company in Columbus, OH and has 1 year of experience in the finance industry. Tyler Cook 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.

5
Stephen A. Lukan
CRD#: 6643070
1161 Bethel Road, Suite 201, Columbus, OH 43220
90
Wealthminder
score

Stephen Lukan (CRD# 6643070) is an Investment Advisor Representative working at John E. Sestina And Company in Columbus, OH and has 1 year of experience in the finance industry. Stephen Lukan 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.

6
Anthony W. Payne
CRD#: 6644649
1161 Bethel Road, Suite 201, Columbus, OH 43220
90
Wealthminder
score

Anthony Payne (CRD# 6644649) is an Investment Advisor Representative working at John E. Sestina And Company in Columbus, OH and has 1 year of experience in the finance industry. Anthony Payne 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.

7
Kimberly E. Wirtz
CRD#: 6679039
1161 Bethel Road, Suite 201, Columbus, OH 43220
90
Wealthminder
score

Kimberly Wirtz (CRD# 6679039) is an Investment Advisor Representative working at John E. Sestina And Company in Columbus, OH and has 1 year of experience in the finance industry. Kimberly Wirtz 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.

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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.