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WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS WEALTH MANAGERS, LTD.
MANSFIELD, Ohio
·
9 registered advisors
·
CRD# 286093
SEC# 801-118404
24
(330) 345-5000
01
Firm Overview
AUM
$513M
Regulatory assets under management
Employees
33
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at WHITAKER-MYERS WEALTH MANAGERS, LTD.
9 registered advisors
Amanda A Sharratt
MANSFIELD, Ohio
CRD# 7153978
Chris G Vanderzyden
MANSFIELD, Ohio
CRD# 6762880
John-Mark Collier Young
MANSFIELD, Ohio
CRD# 5523862
Kelly Frances Taylor
MANSFIELD, Ohio
CRD# 7487693
Matthew Gerald Harris
MANSFIELD, Ohio
CRD# 3116683
Ryan J. Emmons
MANSFIELD, Ohio
CRD# 6762881
Scott D Allen
ASHLAND, Ohio
CRD# 6762878
Scott K Young
ASHLAND, Ohio
CRD# 6762876
Seth William Buckwalter
MANSFIELD, Ohio
CRD# 7488140
05
Office Locations
MANSFIELD, Ohio
7 advisors
ASHLAND, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. WHITAKER-MYERS WEALTH MANAGERS, LTD. (CRD# 286093) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.