Yarger Wealth Strategies, LLC
Yarger Wealth Strategies, LLC (CRD# 310207) is a financial advisory firm headquartered in Westerville, OH. They manage $401,559,081 in 599 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management402MILLION
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Total Number of Accounts599ACCOUNTS
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Average Account Value$670,382
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, NC, NE, OH, TX, VA
Naomi Roberts (CRD# 4181708) is an Investment Advisor Representative working at Yarger Wealth Strategies, LLC in Westerville, OH and has over 23 years of experience in the finance industry.
Timothy Scholten (CRD# 2382671) is an Investment Advisor Representative working at Yarger Wealth Strategies, LLC in Westerville, OH and has over 30 years of experience in the finance industry.
Jonathan Yarger (CRD# 2141363) is an Investment Advisor Representative working at Yarger Wealth Strategies, LLC in Westerville, OH and has over 26 years of experience in the finance industry.
Theodore Winders (CRD# 5811529) is an Investment Advisor Representative working at Yarger Wealth Strategies, LLC in Westerville, OH and has over 13 years of experience in the finance industry.