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Rita M Itsell

PDS PLANNING INC·DUBLIN, Ohio
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475 METRO PLACE S., DUBLIN, OH 43017CRD# 4648290Firm CRD# 106895
01

About

Rita M Itsell is a registered financial advisor based in DUBLIN, Ohio, affiliated with PDS PLANNING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PDS PLANNING INC
PDS PLANNING INC
AUM
$1.4B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at PDS PLANNING INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4648290
Firm CRD# 106895
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rita M Itsell offer?
Rita M Itsell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Rita M Itsell's credentials?
Rita M Itsell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rita M Itsell located?
Rita M Itsell is based in DUBLIN, Ohio, working with PDS PLANNING INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Rita M Itsell charge for services?
Rita M Itsell'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 PDS PLANNING INC?
PDS PLANNING INC has approximately 16 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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