WALLER FINANCIAL PLANNING GROUP, INC.

WALLER FINANCIAL PLANNING GROUP, INC. of COLUMBUS, OH is an SEC-registered investment adviser (CRD 159564). Regulatory assets under management: $747.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (8)

NameRoleLocation
Christopher Owen OlsgardPARTNER
Charles Arthur KerwoodPARTNER
Jason Allen EliasonPARTNER
Jason Edward FarrisPARTNER AND CHIEF COMPLIANCE OFFICER
KERWOOD CHARLES ARTHURPARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER
ELIASON JASON ALLENPARTNER; VICE PRESIDENT
OLSGARD CHRISTOPHER OWENPARTNER; SECRETARY/TREAURER
FARRIS JASON EDWARDPARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT

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