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Qualifications of Financial Advisor in Columbus

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Financial Advisors in Columbus, Ohio
Financial Advisor Office Location Phone Number
Drew Lehman,
Edelman Financial Services, LLC
1 Easton Oval,
Columbus, OH  43219
(888) 752-6742
Adam Koos,
Libertas Wealth Management Group, Inc.
5003 Horizons Drive,
Columbus, OH  43220
(614) 543-1350
Riley Larimore,
Financial Engines Advisors, LLC
5080 Tuttle Crossing Blvd,
Dublin, OH  43016
(614) 717-0707
Brian Mills,
Mills Financial Planning,Inc.
545 Metro Place South,
Dublin, OH  43017
(614) 504-0402

Information on Qualified Financial Advisors in Columbus

Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 1 Easton Oval,
Suite 340,
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Business Administration — Finance, Cedarville University Business Background: Drew Lehman has been an investment advisor for nine years, and has been with Edelman Financial Services since 2016. Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2015–2016: Associate Financial Advisor at Hamilton Capital Management. Provided financial advice to clients. 2012–2015: Client Service Associate at Edelman Financial Services. Supported financial advisors and provided client services. 2011–2012: Relationship Manager at KeyBank. Maintained and expanded client relationships. 2010–2011: Personal Banker at JPMorgan Chase. Provided recommendations to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.

Qualifications CRD# 4450982
FirmCRD# 157769
Series 7, 24, 31, 63

Compensation/Fee I am a Fee-Only financial professional, Based on Assets

Office Location 5003 Horizons Drive,
Ste 200,
Phone Number (614) 5431350

Adam was born in Oberlin, OH and is a graduate of The Ohio State University. After obtaining dual-degrees in psychology and finance, he married his best friend, Donna, and they have 2 sons, Karston & Kamden. He is an avid Buckeye Football fan and has been to more than 140 games since 1995. Adam started his career in 2001 and is considered one of Central Ohio's "20 People to Know in Finance"​ by Business First. In addition, he has been recognized: 1. In Financial Advisor Magazine as one of only eight portfolio managers chosen to their "Research All-Star Team"​ for research & portfolio management. 2. By Investopedia as one the Top-100 Most Influential Financial Advisors on the U.S. 3. On the cover of Proactive Advisor Magazine with an interview regarding his patented Defense First® portfolio management strategy. Adam is an accomplished columnist and a former regular contributor at Wall Street Journal's MarketWatch Trading Deck. You can also find many of his columns in Forbes, US News & World Report, Yahoo! Finance, and he is also a regular contributor at Seeking Alpha. Adam's company is regularly named to Columbus Business First's Book of Lists as one of central Ohio's "Top Fee Only Financial Planning Firms," he is a recipient of the 2011 Business First Greater Columbus "Forty Under 40"​ award, a 5-time winner of Columbus CEO Magazines Best of Business awards (winning Best Financial Advisory Firm"​), and is a recipient of the Better Business Bureau "Torch Award for Ethics & Trust."​

About Libertas Wealth Management Group, Inc.

We have an unwavering passion for preserving investments during volatile markets and providing our clients with capital preservation, inflation protection, and steady ongoing income. With that being said, we cannot build family legacies without a tailored, comprehensive financial plan and solutions to go along with the plan. It is imperative that you understand, the last thing we will discuss is transferring your money to us. In fact, unless there are extenuating circumstances present that warrant an expedited process, such as legal issues with your past advisor or an imminent market crash, we meet with every client at least three times, prior to signing any paperwork. It is also crucial to note that we are not an insurance company, we do not peddle annuities to our clients, and as a fee-only firm, we legally cannot accept commissions of any kind.

Qualifications CRD# 5521279
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets

Office Location 5080 Tuttle Crossing Blvd,
Suite 350,
Phone Number (614) 7170707

Joined Financial Engines in 2008. Began his career in the financial services industry in 2008. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®), and Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Risk Management from Ball State University. Hometown is Merrillville, IN. Riley enjoys pending time with friends and family, running, swimming, and cycling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Qualifications CRD# 2071799
Series 6, 7, 63

Compensation/Fee I am a Fee-Based financial professional, Commissions, Hourly

Office Location 545 Metro Place South,
Suite 100,
Phone Number (614) 5040402

About Mills Financial Planning,Inc.

We provide comprehensive financial planning services for those retired or planning to retire in the next 5 years.

List of Additional Financial Advisors in or around Columbus, Ohio
LPL Financial Services Whitehall, OH
Merrill Lynch Dublin, OH
VisionKey Financial Group Powell, OH
Willms Financial Network Dublin, OH
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