Unclaimed Profile

James Gerard Tillar

TILLAR-WENSTRUP ADVISORS, LLC·CENTERVILLE, Ohio

Clean recordTILLAR-WENSTRUP ADVISORS, LLC

1065 E. CENTERVILLE STATION ROAD, CENTERVILLE, OH 45459CRD# 1923001Firm CRD# 117295

Profile Verification

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

Identity

James Gerard Tillar · CENTERVILLE, OH

Registration

CRD #1923001 · TILLAR-WENSTRUP ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Gerard Tillar is a registered financial advisor based in CENTERVILLE, Ohio, affiliated with TILLAR-WENSTRUP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TILLAR-WENSTRUP ADVISORS, LLC

TW ADVISORS

AUM

$270M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TILLAR-WENSTRUP ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1923001

Firm CRD# 117295

View on FINRA BrokerCheck →

Looking for a financial advisor in CENTERVILLE?

Browse all registered financial advisors in CENTERVILLE, Ohio or claim this profile if it's yours.

Browse CENTERVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Gerard Tillar offer?

James Gerard Tillar specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CENTERVILLE, Ohio for a consultation.

What are James Gerard Tillar's credentials?

James Gerard Tillar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Gerard Tillar located?

James Gerard Tillar is based in CENTERVILLE, Ohio, working with TILLAR-WENSTRUP ADVISORS, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.

How does James Gerard Tillar charge for services?

James Gerard Tillar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TILLAR-WENSTRUP ADVISORS, LLC?

TILLAR-WENSTRUP ADVISORS, LLC has approximately 4 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →