Sws Advisors, Inc.
Sws Advisors, Inc. (CRD# 120054) is a financial advisory firm headquartered in Columbus, OH. They manage $28,000,000 in 400 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management28MILLION
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Total Number of Accounts400ACCOUNTS
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Average Account Value$70,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, IL, KY, MD, OH, PA, TX
Robert Ostrander (CRD# 731229) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 25 years of experience in the finance industry. Robert Ostrander 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Beth Boehr (CRD# 1520475) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 17 years of experience in the finance industry.
Sterling Chappell (CRD# 1216058) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 33 years of experience in the finance industry.
Christopher Martinez (CRD# 5216336) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 8 years of experience in the finance industry.
Ralph Martinez (CRD# 1080618) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 34 years of experience in the finance industry.
Richard Milliken (CRD# 3217681) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 18 years of experience in the finance industry.
Douglas Smith (CRD# 1303996) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 11 years of experience in the finance industry.
Dennis Burgess (CRD# 1020157) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 14 years of experience in the finance industry. Dennis Burgess 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Cynthia Mason (CRD# 6139873) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 3 years of experience in the finance industry.