Pds Planning Inc.
Pds Planning Inc. (CRD# 106895) is a financial advisory firm headquartered in Dublin, OH. They manage $1,045,587,285 in 2,850 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management1,046MILLION
-
Total Number of Accounts2,850ACCOUNTS
-
Average Account Value$366,873
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, FL, IN, KY, MI, NC, NE, NH, NY, OH, TX
Kurt Brown (CRD# 6034962) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 2 years of experience in the finance industry.
James Hamilton (CRD# 2491211) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has 1 year of experience in the finance industry.
Robert Hamilton (CRD# 733504) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 32 years of experience in the finance industry. Robert Hamilton 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Rita Itsell (CRD# 4648290) is an Financial Planning Advisor working at PDS Planning Inc. in Columbus, OH and has 15 years of experience in the finance industry.
Jamie Menges (CRD# 4249232) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 14 years of experience in the finance industry. Jamie Menges 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 putclients' interests first and comply with the Financial Planning Practice Standards.
James Rogers (CRD# 4808581) is an Investment Advisor Representative working at Pds Planning Inc. in Dublin, OH and has 1 year of experience in the finance industry.
Kyle Euton (CRD# 6421973) is an Investment Advisor Representative working at Pds Planning Inc. in Dublin, OH and has over 9 years of experience in the finance industry.
Laurie Licata (CRD# 6835459) is an Investment Advisor Representative working at Pds Planning Inc. in Dublin, OH and has 1 year of experience in the finance industry.
Andrew Potosky (CRD# 6820436) is an Investment Advisor Representative working at Pds Planning Inc. in Dublin, OH and has 1 year of experience in the finance industry.