Wealthstone Advisors

Wealthstone Advisors (CRD# 110725) is a financial advisory firm headquartered in Columbus, OH. They manage $880,552,162 in 911 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    881
    MILLION
  • Total Number of Accounts
    911
    ACCOUNTS
  • Average Account Value
    $966,578
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, FL, GA, LA, MI, NC, NE, NY, OH, SC, TX, VA

Financial Advisors at Wealthstone Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Paul J. Breen
CRD#: 1211593
700 Ackerman Road, Suite 400, Columbus, OH 43202

Paul Breen (CRD# 1211593) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has 1 year of experience in the finance industry.

2
Norman G. Cook
CRD#: 2470898
5000 Horizons Dr, Columbus, OH 43220

Norman Cook (CRD# 2470898) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has over 26 years of experience in the finance industry.

3
Cheryl L. Lutman
CRD#: 6799649
5000 Horizons Dr., Columbus, OH 43220

Cheryl Lutman (CRD# 6799649) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has 1 year of experience in the finance industry. Cheryl Lutman 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.

4
Angela Neumann
CRD#: 3091416
5000 Horizons Dr, Columbus, OH 43220

Angela Neumann (CRD# 3091416) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has over 15 years of experience in the finance industry. Angela Neumann 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.

5
Christopher Rule
CRD#: 6941925
5000 Horizons Dr, Columbus, OH 43220

Christopher Rule (CRD# 6941925) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has 1 year of experience in the finance industry. Christopher Rule 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.

6
Andrea L. Sidwell
CRD#: 5907670
5000 Horizons Dr, Columbus, OH 43220

Andrea Sidwell (CRD# 5907670) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has over 2 years of experience in the finance industry.

7
Brian R. Stertzer
CRD#: 1155660
5000 Horizons Dr, Columbus, OH 43220

Brian Stertzer (CRD# 1155660) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has 1 year of experience in the finance industry. Brian Stertzer 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.

8
James H. Wyland
CRD#: 473655
700 Ackerman Road, Suite 400, Columbus, OH 43202

James Wyland (CRD# 473655) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has over 34 years of experience in the finance industry.

9
Jack P. Zhang
CRD#: 6844525
5000 Horizons Dr, Columbus, OH 43220

Jack Zhang (CRD# 6844525) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has 1 year of experience in the finance industry.

10
Peter E. Klingelhofer
CRD#: 6434878
5000 Horizons Dr, Columbus, OH 43220

Peter Klingelhofer (CRD# 6434878) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has over 5 years of experience in the finance industry.

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