WALLER FINANCIAL PLANNING GROUP, INC. of COLUMBUS, OH is an SEC-registered investment adviser (CRD 159564). Regulatory assets under management: $747.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Christopher Owen Olsgard | PARTNER | — |
| Charles Arthur Kerwood | PARTNER | — |
| Jason Allen Eliason | PARTNER | — |
| Jason Edward Farris | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| KERWOOD CHARLES ARTHUR | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ELIASON JASON ALLEN | PARTNER; VICE PRESIDENT | — |
| OLSGARD CHRISTOPHER OWEN | PARTNER; SECRETARY/TREAURER | — |
| FARRIS JASON EDWARD | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| NAPLES | FL | 1 | 239-325-8505 |
| NAPLES | FL | 1 | 239-325-8505 |