Wellness Investment Advisers LLC

Wellness Investment Advisers LLC (CRD# 282042) is a financial advisory firm headquartered in Casstown, OH. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
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 Wellness Investment Advisers LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert V. Burnette
CRD#: 1430593
655 Metro Place South, Suite 600, Dublin, OH 43017
93
Wealthminder
score

Robert Burnette (CRD# 1430593) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Dublin, OH and has over 12 years of experience in the finance industry.

2
John L. Cummings
CRD#: 2882559
655 Metro Place South, Suite 600, Dublin, OH 43017
81
Wealthminder
score

John Cummings (CRD# 2882559) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Dublin, OH and has over 17 years of experience in the finance industry.

3
Steven M. Temple
CRD#: 2608122
Fletcher, OH
44
Wealthminder
score

Steven Temple (CRD# 2608122) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Fletcher, OH and has over 20 years of experience in the finance industry.

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