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).

Current Firm Details
2778 Centennial Road, Ste A, Toledo, OH 43617
http://www.structuredplan.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $315,961
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, OH, TX

Financial Advisors at Structured Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Latham, financial advisor Toledo OH
Matthew T. Latham
CRD#: 4768662
2778 Centennial Road, Ste A, Toledo, OH 43617

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.

2
Paul Manol, financial advisor Toledo OH
Paul W. Manol
CRD#: 6175271
2778 Centennial Road, Ste A, Toledo, OH 43617

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.

3
Thomas Rogers, financial advisor Toledo OH
Thomas K. Rogers
CRD#: 3251381
2778 Centennial Road, Ste A, Toledo, OH 43617

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.

4
Brian Schmitz, financial advisor Toledo OH
Brian A. Schmitz
CRD#: 2612181
2778 Centennial Road, Ste A, Toledo, OH 43617

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.

5
Christopher Wilson, financial advisor Temperance MI
Christopher C. Wilson
CRD#: 4556248
Temperance, MI

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.

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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