CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC

CONSOLIDATED FINANCIAL
DUBLIN, Ohio·7 registered advisors·CRD# 119695
SEC# 801-1129680614-932-0000
01

Firm Overview

AUM
$441M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC

7 registered advisors
Andrew Todd Roseberry
DUBLIN, Ohio
Edward Steele Bell
DUBLIN, Ohio
Gerald Eugene Roach
DUBLIN, Ohio
James Mark Curry
DUBLIN, Ohio
Lori A. Waugh
DUBLIN, Ohio
Robert Andrew Bell
DUBLIN, Ohio
Thomas E. Wiseman
DUBLIN, Ohio
05

Office Locations

DUBLIN, Ohio
7 advisors

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Data sourced from SEC Form ADV filings. CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC (CRD# 119695) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.