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).

By the Numbers
  • Total Assets Under Management
    1,046
    MILLION
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $366,873
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, FL, IN, KY, MI, NC, NE, NH, NY, OH, TX

Financial Advisors at Pds Planning Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Kurt M. Brown
CRD#: 6034962
475 Metro Place S., Suite 460, Dublin, OH 43017

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.

2
James M. Hamilton
CRD#: 2491211
475 Metro Place S., Suite 460, Dublin, OH 43017

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.

3
Robert D. Hamilton
CRD#: 733504
1621 West First Avenue, Columbus, OH 43212

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.

4
Rita M. Itsell
CRD#: 4648290
475 Metro Place S., Suite 460, Dublin, OH 43017

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.

5
Jamie P. Menges
CRD#: 4249232
475 Metro Place S., Suite 460, Dublin, OH 43017

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.

6
James A. Rogers
CRD#: 4808581
475 Metro Place S., Suite 460, Dublin, OH 43017

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.

7
Kyle E. Euton
CRD#: 6421973
475 Metro Place S., Suite 460, Dublin, OH 43017

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.

8
Laurie A. Licata
CRD#: 6835459
475 Metro Place S., Suite 460, Dublin, OH 43017

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.

9
Andrew M. Potosky
CRD#: 6820436
475 Metro Place S., Suite 460, Dublin, OH 43017

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.

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