Westminster Financial Advisory Corp
Westminster Financial Advisory Corp (CRD# 110283) is a financial advisory firm headquartered in Beavercreek, OH. They manage $920,269,282 in 2,260 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management920MILLION
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Total Number of Accounts2,260ACCOUNTS
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Average Account Value$407,199
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michael Suhay (CRD# 4729743) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Avon, OH and has over 20 years of experience in the finance industry.
Christine Tenbarge (CRD# 724373) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 32 years of experience in the finance industry.
Jessica Trunck (CRD# 4561886) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 9 years of experience in the finance industry.
Kenneth Warnick (CRD# 1415675) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 38 years of experience in the finance industry.
Benjamin Wynd (CRD# 6798961) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 6 years of experience in the finance industry.
Louis Zone (CRD# 477106) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 39 years of experience in the finance industry.
Collin Brazie (CRD# 7288770) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 3 years of experience in the finance industry.
Grant Francis (CRD# 7532938) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has 1 year of experience in the finance industry.
Hans Gappy (CRD# 7271587) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Westlake, OH and has over 3 years of experience in the finance industry.
Ryan Shoop (CRD# 4522151) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Westlake, OH and has over 21 years of experience in the finance industry.