Nvest Wealth Strategies, Inc.

Nvest Wealth Strategies, Inc. (CRD# 139758) is a financial advisory firm headquartered in Powell, OH. They manage $173,589,368 in 555 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9757 Fairway Drive, Powell, OH 43065
http://www.nvestwealth.com
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $312,774
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Nvest Wealth Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven Henderly, financial advisor Powell OH
Steven G. Henderly
CRD#: 6155910
9757 Fairway Drive, Powell, OH 43065

Steven Henderly (CRD# 6155910) is an Investment Advisor Representative working at Nvest Wealth Strategies, Inc. in Powell, OH and has 1 year of experience in the finance industry.

2
William Henderly, financial advisor Powell OH
William G. Henderly
CRD#: 4373195
Powell, OH

William Henderly (CRD# 4373195) is an Investment Advisor Representative working at Nvest Wealth Strategies, Inc. in Powell, OH and has 1 year 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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