AdvisorOS Directory
Claim Profile
Unclaimed Profile
CO

Christopher Owen Olsgard

WALLER FINANCIAL PLANNING GROUP, INC.·COLUMBUS, Ohio
Clean recordWALLER FINANCIAL PLANNING GROUP, INC.
941 CHATHAM LANE SUITE 212, COLUMBUS, OH 43221CRD# 4907171Firm CRD# 159564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Owen Olsgard · COLUMBUS, OH
Registration
CRD #4907171 · WALLER FINANCIAL PLANNING GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Owen Olsgard 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

Speak with Christopher

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

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

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# 4907171
Firm CRD# 159564
View on FINRA BrokerCheck →

Looking for a financial advisor in COLUMBUS?

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

Browse COLUMBUS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christopher Owen Olsgard offer?
Christopher Owen Olsgard specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Christopher Owen Olsgard's credentials?
Christopher Owen Olsgard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Owen Olsgard located?
Christopher Owen Olsgard 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 Christopher Owen Olsgard charge for services?
Christopher Owen Olsgard'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WALLER FINANCIAL PLANNING GROUP, INC.

Jason Allen Eliason
COLUMBUS, OH
Charles Arthur Kerwood
COLUMBUS, OH
Jason Edward Farris
COLUMBUS, OH

More Advisors in COLUMBUS, Ohio

Philipp Donley Nick
WATERMARK INVESTMENT MANAGEMENT COMPANY, LLC·COLUMBUS, OH
Robert David Meyers
MEYERS WEALTH MANAGEMENT, LLC·COLUMBUS, OH
Connie Elaine Demers
DEMERS CONSTANCE ELAINE·COLUMBUS, OH
Julianne Lorraine Call
TCP ASSET MANAGEMENT, LLC·COLUMBUS, OH
Robert E Campbell
ROCKBRIDGE CAPITAL, LLC·COLUMBUS, OH
Vincent Michael Jenkins
3A PARTNERS, LLC·COLUMBUS, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)WESTLAKE (37)PEPPER PIKE (37)NEW ALBANY (33)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile