# WALLER FINANCIAL PLANNING GROUP INC

WALLER FINANCIAL PLANNING GROUP INC of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 105814
- Type: SEC-registered investment adviser
- SEC file number: 801-26160
- Location: 941 CHATHAM LANE, SUITE 212, COLUMBUS, OH, 43221
- Phone: 614-457-7026
- Latest filing: 2011-08-01
- Regulatory AUM: $234.2M
- Discretionary AUM: $234.2M
- Clients: 11
- Accounts: 298

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| WALLER LARRY | CHAIRMAN OF THE BOARD, CEO; CHAIRMAN OF THE BOARD,CEO CHIEF COMPLIANCE OFFICER; PRESIDENT & DIRECTOR | — |
| KERWOOD CHARLES ARTHUR | PRESIDENT; SENIOR VICE PRESIDENT; VICE PRESIDENT, OPERATIONS | — |
| ELIASON JASON ALLEN | SENIOR VICE PRESIDENT, COO; VICE PRESIDENT | — |
| SURGOINE TODD ALLAN | CHIEF COMPLIANCE OFFICER; SECRETARY/TREASURER; SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | — |
| WALLER LINDA K | DIRECTOR | — |
| SMITH JEFFREY DEAN | VICE PRESIDENT, OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105814/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105814/similar
- Related entities: https://search.stillhousedata.com/firm/105814/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105814

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.