| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Arthur Kerwood Control | Partner | 25-50% | 2011 |
| Christopher Owen Olsgard Control | Partner | 25-50% | 2011 |
| Jason Allen Eliason Control | Partner | 25-50% | 2011 |
Waller Financial Planning Group, Inc. reports $635.3 million in regulatory assets under management on its Form ADV.
Waller Financial Planning Group, Inc. reports 11 employees.
Waller Financial Planning Group, Inc. is based in Columbus, OH and has been SEC-registered since 2012.
Waller Financial Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 941 Chatham Lane Suite 212, Columbus, OH 43221 |
| Phone | 614-457-7026 |
| Fax | 614-457-0911 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $574.8M |
| Non-discretionary | $60.6M |
| Total (RAUM) | $635.3M |