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Columbus Financial Advisors
Columbus Financial Group, Inc.
8425 Pulsar Place, Suite 450
Columbus, OH 43240
(614) 699-1419
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Advisor Profile
Name:  Robert H. Johnson III
Phone Number:  (614) 699-1419
Website:  Visit Website
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Disclaimer
Robert H. Johnson III is a registered representative and offers securities products and services through Park Ave. Securities, LLC, 7 Hanover Square, New York, NY 10003. The Columbus Financial Group, Inc. is not an affiliate or subsidiary of Park Ave. Securities

Business Description

The Columbus Financial Group, Inc. provides comprehensive strategies that will help you protect and retain the wealth that you have worked to create. Using verifiable economic strategies we will show you how to create more wealth and spendable income in retirement.
 

General Information

Gender:    Male
CRD#:    01744328
Firm CRD#:    46173
Name of Broker/Dealer:    Park Avenue Securities
States Licensed in:    OH,AL,CA,FL,KY,NC,NJ,NV,TX,WV
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    14
Work Experience:    A successful financial strategy is built upon the foundation of maximizing protection while preserving and protecting wealth. Developing an accumulation and distribution plan requires the consideration of many factors, some of which are inflation, income taxes and technological advances. We have no control over these factors, but they are a reality nonetheless.

Through the use of macroeconomics we guide you through a process that will help you make informed financial decisions based upon verifiable fact, not opinion. Your entire financial life is viewed on The Living Balance Sheet ®. This process uncovers any inefficiency in your current plan. Options are presented to help make your plan more efficient and effective.

Our goal is to help our clients achieve their dreams through a strong financial program.
I work with the following types of clients:    Businesses, Affluent Investors, Individual Investors
 

Services

Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Mutual Funds, Managed Money, Alternative Investments
 

Qualifications & Memberships

Securities Licenses:    Series 63, Series 6
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals
Non-Financial Organization Memberships:    Member of The Lewis Center-Polaris Rotary
Member of the Delaware Bible Church
Choir Director at Delaware Bible Church
Home group leader
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    7000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    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

Fee Structure:    I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:    $50000
Compensation Methods:    Commissions, Based on Assets
 
 
 
Prepared By: Robert H. Johnson III