Polaris Financial Partners, LLC

Polaris Financial Partners, LLC (CRD# 299258) is a financial advisory firm headquartered in Westerville, OH. They manage $109,405,221 in 328 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
470 Olde Worthington Road Suite 450, Westerville, OH 43082
https://polarisfinancial.net
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $333,553
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Polaris Financial Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Deitrick, financial advisor Westerville OH
Robert T. Deitrick
CRD#: 1158292
470 Olde Worthington Road Suite 450, Westerville, OH 43082

Robert Deitrick (CRD# 1158292) is an Investment Advisor Representative working at Polaris Financial Partners, LLC in Westerville, OH and has over 39 years 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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