Wealthstone Inc.

Wealthstone Inc. (CRD# 110725) is a financial advisory firm headquartered in Columbus, OH. They manage $592,009,000 in 850 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    592
    MILLION
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $696,481
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, IN, KS, LA, MD, MI, NC, OH, PA, SC, TN, TX, VA

Financial Advisors at Wealthstone Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Christian F. Hviid
CRD#: 4073439
5000 Horizons Dr, Columbus, OH 43220
96
Wealthminder
score

Christian Hviid (CRD# 4073439) is an Investment Advisor Representative working at Wealthstone Inc. in Columbus, OH and has over 17 years of experience in the finance industry.

2
Douglas M. Sheffield
CRD#: 1174596
5000 Horizons Dr, Columbus, OH 43220
93
Wealthminder
score

Douglas Sheffield (CRD# 1174596) is an Investment Advisor Representative working at Wealthstone Inc. in Columbus, OH and has over 12 years of experience in the finance industry.

3
James H. Wyland
CRD#: 473655
700 Ackerman Road, Suite 400, Columbus, OH 43202
93
Wealthminder
score

James Wyland (CRD# 473655) is an Investment Advisor Representative working at Wealthstone Inc. in Columbus, OH and has over 31 years of experience in the finance industry.

4
Brian R. Stertzer
CRD#: 1155660
5000 Horizons Dr, Columbus, OH 43220
90
Wealthminder
score

Brian Stertzer (CRD# 1155660) is an Investment Advisor Representative working at Wealthstone Inc. 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.

5
Paul J. Breen
CRD#: 1211593
700 Ackerman Road, Suite 400, Columbus, OH 43202
87
Wealthminder
score

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

6
Jeffrey R. Gomez
CRD#: 5299393
5000 Horizons Dr, Columbus, OH 43220
87
Wealthminder
score

Jeffrey Gomez (CRD# 5299393) is an Investment Advisor Representative working at Wealthstone Inc. in Columbus, OH and has 1 year of experience in the finance industry.

7
Greg R. Grabovac
CRD#: 6301286
5000 Horizons Dr, Columbus, OH 43220
87
Wealthminder
score

Greg Grabovac (CRD# 6301286) is an Investment Advisor Representative working at Wealthstone Inc. in Columbus, OH and has 1 year of experience in the finance industry.

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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.