Unclaimed Profile

Ryan Timothy Gilmer

WHITCOMB & HESS, INC.·ASHLAND, Ohio

SIE, Series 7, Series 24, Series 65CFAClean record19 years registeredWHITCOMB & HESS, INC.

1020 CLEVELAND AVENUE, ASHLAND, OH 44805CRD# 5168946Firm CRD# 121064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Timothy Gilmer · ASHLAND, OH

Registration

CRD #5168946 · WHITCOMB & HESS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

WHITCOMB & HESS, INC.

Nov 2019 – present

VALMARK ADVISERS, INC.

Sep 2016 – Nov 2019

AKRON, OH

WHITCOMB & HESS, INC.

Sep 2006 – Sep 2016

ASHLAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Registration record

First registered · September 19, 2006

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITCOMB & HESS, INC.

CRD 121064 · SEC 801-78798

AUM

$344M

Regulatory assets under management

Employees

2,547 client accounts

Services offered by WHITCOMB & HESS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WHITCOMB & HESS, INC. →

Introduction

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Frequently Asked Questions

What services does Ryan Timothy Gilmer offer?

Ryan Timothy Gilmer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHLAND, Ohio for a consultation.

What are Ryan Timothy Gilmer's credentials?

Ryan Timothy Gilmer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Timothy Gilmer located?

Ryan Timothy Gilmer is based in ASHLAND, Ohio, working with WHITCOMB & HESS, INC.. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.

How does Ryan Timothy Gilmer charge for services?

Ryan Timothy Gilmer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITCOMB & HESS, INC.?

WHITCOMB & HESS, INC. has approximately 28 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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