Structured Wealth Management, Inc.
Structured Wealth Management, Inc. (CRD# 146611) is a financial advisory firm headquartered in Toledo, OH. They manage $97,000,000 in 307 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management97MILLION
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Total Number of Accounts307ACCOUNTS
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Average Account Value$315,961
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MI, OH, TX
Matthew Latham (CRD# 4768662) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Toledo, OH and has over 20 years of experience in the finance industry.
Paul Manol (CRD# 6175271) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Toledo, OH and has over 10 years of experience in the finance industry.
Thomas Rogers (CRD# 3251381) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Toledo, OH and has over 24 years of experience in the finance industry.
Brian Schmitz (CRD# 2612181) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Toledo, OH and has over 24 years of experience in the finance industry.
Christopher Wilson (CRD# 4556248) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Temperance, MI and has over 21 years of experience in the finance industry.