Unverferth Financial

Unverferth Financial (CRD# 284153) is a financial advisory firm headquartered in Kalida, OH. They manage $1,220,558 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $50,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Unverferth Financial
Showing 1 - 1 of 1 top financial advisors.
1
Gregory T. Unverferfth
CRD#: 6658019
Fort Jennings, OH
89
Wealthminder
score

Gregory Unverferfth (CRD# 6658019) is an Investment Advisor Representative working at Unverferth Financial in Fort Jennings, OH and has over 2 years of experience in the finance industry.

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