Waller Financial Planning Group, Inc.
Waller Financial Planning Group, Inc. (CRD# 159564) is a financial advisory firm headquartered in Columbus, OH. They manage $578,727,332 in 1,982 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management579MILLION
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Total Number of Accounts1,982ACCOUNTS
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Average Account Value$291,992
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, GA, MI, NC, NH, OH, TX
Jason Eliason (CRD# 3275344) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 13 years of experience in the finance industry.
Jason Farris (CRD# 4925982) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 12 years of experience in the finance industry.
Charles Kerwood (CRD# 2315202) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Naples, FL and has over 30 years of experience in the finance industry.
Katherine Kincaid (CRD# 4533668) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 13 years of experience in the finance industry.
Christopher Olsgard (CRD# 4907171) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 12 years of experience in the finance industry.
Scott Rendle (CRD# 4272466) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 13 years of experience in the finance industry.