Wealth Management Group

Wealth Management Group (CRD# 108749) is a financial advisory firm headquartered in , . They manage $20,000,000 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $190,476
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, TX

Financial Advisors at Wealth Management Group
Showing 1 - 3 of 3 top financial advisors.
1
Michael G. Griesmeyer
CRD#: 1309016
Tipp City, OH
96
Wealthminder
score

Michael Griesmeyer (CRD# 1309016) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 33 years of experience in the finance industry. Michael Griesmeyer 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.

2
Douglas J. Koogler
CRD#: 1860457
Springboro, OH
93
Wealthminder
score

Douglas Koogler (CRD# 1860457) is an Investment Advisor Representative working at Wealth Management Group in Springboro, OH and has over 29 years of experience in the finance industry.

3
Norman G. Grevey
CRD#: 2174155
Tipp City, OH
83
Wealthminder
score

Norman Grevey (CRD# 2174155) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.