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Lewis Center Financial Advisors
Wellness-Financial
3130 Arctic Avenue
Lewis Center, OH 43035
“"Teaching the skill of living life well ..."”
Advisor Profile
Name:  Rob Burnette
ADV Form II Link:
Current Wellness Financial A...

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Disclaimer
Wellness Financial Advisers LLC (WFA) is a Registered Investment Advisory Firm regulated by the State of Ohio in accordance and compliance with applicable securities laws and regulations. WFA does not render or offer to render personalized investment advice through this medium. This medium is limited to dissemination of general information on WFA?s client service offerings and provides for an efficient method in which a prospective client may contact WFA. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the delivery of the WFA?s disclosure statement (Form ADV Part II) by WFA and execution of an investment advisory agreement between the client and WFA. Wellness Financial Advisers LLC (WFA) may transact business only in States where it has completed a registration filing or is exempted from registration. WFA must also be registered or exempted from registration in any state in which it responds to persons in that state to effect or attempt to effect the rendering of personalized investment advice for compensation. General investment, financial planning or other information shown on this site are for illustration purposes only. Investment and financial planning is long-term oriented. Any strategies that you consider implementing or changes in your financial situation should be brought to the attention of your professional Investment Advisor. The information available on this site is of general nature, and should not be construed as investment or financial advice. Please contact your professional Registered Investment Adviser regarding your specific investment planning needs.

Business Description

Wellness-Financial is led by a Registered Financial Consultant and Registered Investment Adviser. Founded in 2003, our staff brings over 40 years of financial services experience to serve your needs. We offer financial services related to investments, college funding, retirement savings, insurance, individual tax preparation, and general budget counseling.

Wellness-Financial merges the wisdom of the ages and modern financial services to achieve financial health. Our strategies are timeless, transcendent, accurate, universal, and practical. By protecting your health, wealth and lifestyle, you can enjoy financial peace of mind.
 

General Information

Gender:    Male
CRD#:    1430593
Firm CRD#:    149363
Insurance License#:    698830
Name of Custodial Firm:    TradePMR, Inc.
States Licensed in:    OH, TX, MI, IN, NC, VA, WA
States Willing to do Business in:    ALL
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    6
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses, Clergy
 

Education

Academic Background
 
BSEE, United States Naval Academy
MBA, University of New Haven
 

Services

Investment Types:    Annuities, Mutual Funds, Insurance, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC)
Securities Licenses:    Series 65, Series 6, Series 26, Series 63
Insurance and Annuity Licenses:    Variable Life, Disability, Variable Annuity, Long Term Care, Life, Health, Accident, Annuity
Financial Organization Memberships:    IARFC
Non-Financial Organization Memberships:    Kingdom Advisors
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $0
Compensation Methods:    Hourly, Flat Fee, Commissions, Based on Assets
Fee % Based on Assets:    Schedule
Hourly Rate:    $150
Additional Details on Charges:    Form ADV II is provided as a part of the initial consultation. It discloses the full fee schedule. No investment advisory contract may be signed until at least 48 hours has elapsed since delivery of the Form ADV II.
 
 
 
Prepared By: Rob Burnette