Maureen Elizabeth Armstrong

Employer firm

Antolino Wealth Advisors CRD 119829

$1.42B regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1987 → Present
  Antolino & Associates, Inc.
  Columbus, OH
• 05/2013 → Present
  Kestra Investment Services
  Columbus, OH

Previous Registrations

• 2001-06-05 → 2005-12-31
  Antolino Wealth Advisors
  Columbus, OH

Other Businesses

Name: Finances Simplified, LLC Investment Related: No Address: 2801 Connecticut Ave. NW #20 Washngton DC 20008 Nature of Business: Tax/Accounting/CPA Title: Introducing clients to this business to help them solve bookkeeping issues they have. Start Date: 8/1/2021 Hrs/mth: 0% - 10% (0 - 16 hours) Hrs/mth during trading hours: 0% - 10% (0 - 14 hours) Duties: Marketing Name: AFC 2019 Reserves Investment Related: No Address: 150 E. Broad St., STE 100 Columbus OH 43215 Nature of Business: Hold assets of our firm for profit partners Title: member & Vice-President Start Date: 8/19/2019 Hrs/mth: 0% - 10% (0 - 16 hours) Hrs/mth during trading hours: 0% - 10% (0 - 14 hours) Duties: Annual update to values for capital contribution calculations. Maybe 1 hr a yeara. Name: MEA Ins. Services, LLC Investment Related: Yes Address: 484 Blandings Ct Worthington OH 43085 Nature of Business: Consulting; Insurance Title: Consultant Start Date: 2/1/2019 Hrs/mth: 0% - 10% (0 - 16 hours) Hrs/mth during trading hours: 0% - 10% (0 - 14 hours) Duties: Consult to Antolino & Associates, Inc. in regards to the insurance products that are available and which products they might want to use for specific client circumstances Name: A Team Cooling Towers LLC Investment Related: No Address: 484 Blandings Ct. Worthington OH 43085 Nature of Business: Statutory Agent only. Ohio Resident for Cousin who has business in FL and MD that does business here as well. Title: Statutory Agent only. Start Date: 5/27/2014 Hrs/mth: 0% - 10% (0 - 16 hours) Hrs/mth during trading hours: 0% - 10% (0 - 14 hours) Duties: Receive mail, sign document to renew LLC licence in OH Name: Antolino Irrevocable Family Trust Investment Related: No Address: 150 E. Broad St. Columbus OH 43215 Nature of Business: Legal/Attorney/Trustee/Executor Title: Trustee Start Date: 6/1/2016 Hrs/mth: 0% - 10% (0 - 16 hours) Hrs/mth during trading hours: 0% - 10% (0 - 14 hours) Duties: Review statements, organize data. Name: Compund I & Compound II Trust Investment Related: No Address: 1 Miranova Place Suite 2105 Columubus OH 43215 Nature of Business: Other Other/None of the Above Annual meeting with Grantors to decide if changes to their family plan so it can be executed at the time of death(s) Title: Trustee Start Date: 8/9/2013 Hrs/mth: 0% - 10% (0 - 16 hours) Hrs/mth during trading hours: 0% - 10% (0 - 14 hours) Duties: To execute trust parameters with prudent man principals. Name: AA Financial Advisors Investment Related: Yes Address: 150 E. Broad St. Columbus OH 43215 Nature of Business: Consulting; Investment Advisory services through Kestra Advisory Services, LLC Title: An Advisor Start Date: 10/27/1994 Hrs/mth: 41% - 50% (65 - 80 hours) Hrs/mth during trading hours: 41% - 50% (57 - 70 hours) Duties: Investment portfolio review. Name: Antolino & Associates, Inc. Investment Related: Yes Address: 150 E. Broad St. Columbus OH 43215 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Title: Employee/ Client Manager Start Date: 10/27/1987 Hrs/mth: 51% - 60% (81 - 96 hours) Hrs/mth during trading hours: 51% - 60% (71 - 84 hours) Duties: Meet with clients to determine goals and structure solutions to solve those goals Name: CORNERSTONE CONTROLS INC. BOARD POSITION POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/01/2025 ADDRESS: 484 Blandings Ct., Worthington OH 43085, United States DESCRIPTION: 4 meetings a year and available for intermittent questions. Name: AA FINANCIAL ADVISORS, LLC POSITION: An Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 90 START DATE: 10/27/1994 ADDRESS: 150 E. Broad St., Columbus OH 43215, United States DESCRIPTION: Review our portfolio.

Designations

• Certified Financial Planner

Other Names

• Maureen Elizabeth Arber