YOUR FINANCIAL PHARMACIST PLANNING, LLC of NEW ALBANY, OH is an SEC-registered investment adviser (CRD 282918). Regulatory assets under management: $53.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Timothy Robert Ulbrich | MEMBER; MEMBER, CEO | — |
| Timothy Jason Baker | MEMBER, CCO, COO; MEMBER, CEO, CCO | — |
| BAKER THEODORE JASON | MEMBER, CEO, CCO | — |
| BAKER TIMOTHY J | CCO; FOUNDER & CCO; MEMBER OF YOUR FINANCIAL PHARMACIST, LLC, THE PARENT ENTITY OF YOUR FINANCIAL PHARMACIST PLANNING, LLC | — |
| Ulbrich Timothy Robert | MEMBER; MEMBER OF YOUR FINANCIAL PHARMACIST, LLC, THE PARENT ENTITY OF YOUR FINANCIAL PHARMACIST PLANNING, LLC | — |