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Charles Arthur Kerwood

WALLER FINANCIAL PLANNING GROUP, INC.·COLUMBUS, Ohio
Clean recordWALLER FINANCIAL PLANNING GROUP, INC.
941 CHATHAM LANE SUITE 212, COLUMBUS, OH 43221CRD# 2315202Firm CRD# 159564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Arthur Kerwood · COLUMBUS, OH
Registration
CRD #2315202 · WALLER FINANCIAL PLANNING GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Arthur Kerwood is a registered financial advisor based in COLUMBUS, Ohio, affiliated with WALLER FINANCIAL PLANNING GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WALLER FINANCIAL PLANNING GROUP, INC.
WALLER FINANCIAL PLANNING GROUP, INC.
AUM
$579M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WALLER FINANCIAL PLANNING GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2315202
Firm CRD# 159564
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Arthur Kerwood offer?
Charles Arthur Kerwood specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Charles Arthur Kerwood's credentials?
Charles Arthur Kerwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Arthur Kerwood located?
Charles Arthur Kerwood is based in COLUMBUS, Ohio, working with WALLER FINANCIAL PLANNING GROUP, INC.. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Charles Arthur Kerwood charge for services?
Charles Arthur Kerwood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALLER FINANCIAL PLANNING GROUP, INC.?
WALLER FINANCIAL PLANNING GROUP, INC. has approximately 11 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALLER FINANCIAL PLANNING GROUP, INC.

Jason Allen Eliason
COLUMBUS, OH
Christopher Owen Olsgard
COLUMBUS, OH
Jason Edward Farris
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