Unclaimed Profile

Gary Lee Rathbun

PRIVATE WEALTH CONSULTANTS LTD·TOLEDO, Ohio

Series 6, Series 7, Series 24, Series 63, Series 65ChFC26 years registeredPRIVATE WEALTH CONSULTANTS LTD

6591 WEST CENTRAL AVE, TOLEDO, OH 43617CRD# 1084721Firm CRD# 112602

Profile Verification

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

Identity

Gary Lee Rathbun · TOLEDO, OH

Registration

CRD #1084721 · PRIVATE WEALTH CONSULTANTS LTD · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIVATE WEALTH CONSULTANTS LTD

PRIVATE WEALTH CONSULTANTS LTD

Jan 2000 – Nov 2018

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 2000

Years registered · 26

Professional designation · ChFC

Disclosure History

2018Regulatory·Final

2017Regulatory·Final

2016Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PRIVATE WEALTH CONSULTANTS LTD

CRD 112602 · SEC 801-57364

AUM

$247M

Regulatory assets under management

Employees

1,725 client accounts

Services offered by PRIVATE WEALTH CONSULTANTS LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRIVATE WEALTH CONSULTANTS LTD →

Introduction

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Frequently Asked Questions

What services does Gary Lee Rathbun offer?

Gary Lee Rathbun specializes in Financial Planning, Investment Management.

What are Gary Lee Rathbun's credentials?

Gary Lee Rathbun holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gary Lee Rathbun located?

Gary Lee Rathbun is based in TOLEDO, Ohio, last registered with PRIVATE WEALTH CONSULTANTS LTD.

How does Gary Lee Rathbun charge for services?

Gary Lee Rathbun's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE WEALTH CONSULTANTS LTD?

PRIVATE WEALTH CONSULTANTS LTD has approximately 10 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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