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Seth William Buckwalter

WHITAKER-MYERS WEALTH MANAGERS, LTD.·MANSFIELD, Ohio
Clean recordWHITAKER-MYERS WEALTH MANAGERS, LTD.
1485 LEXINGTON AVE., MANSFIELD, OH 44907CRD# 7488140Firm CRD# 286093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Seth William Buckwalter · MANSFIELD, OH
Registration
CRD #7488140 · WHITAKER-MYERS WEALTH MANAGERS, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Seth William Buckwalter is a registered financial advisor based in MANSFIELD, Ohio, affiliated with WHITAKER-MYERS WEALTH MANAGERS, LTD.. 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
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS WEALTH MANAGERS, LTD.
AUM
$513M
Regulatory assets under management
Employees
33
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 7488140
Firm CRD# 286093
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Seth William Buckwalter offer?
Seth William Buckwalter specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Ohio for a consultation.
What are Seth William Buckwalter's credentials?
Seth William Buckwalter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Seth William Buckwalter located?
Seth William Buckwalter is based in MANSFIELD, Ohio, working with WHITAKER-MYERS WEALTH MANAGERS, LTD.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Seth William Buckwalter charge for services?
Seth William Buckwalter's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITAKER-MYERS WEALTH MANAGERS, LTD.?
WHITAKER-MYERS WEALTH MANAGERS, LTD. has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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