Kimberly E Wirtz

Employer firm

John E. Sestina And Company CRD 108634

$744M regulatory AUM 170 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

John E. Sestina And Company

1161 Bethel Road, Suite 201, Columbus, OH 43220 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-11-17

OH RA
APPROVED

Since 2022-11-17

Branch Locations

1161 Bethel Road, Suite 201, Columbus, OH 43220 • United States

Strongsville, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
John E. Sestina And Company	Columbus	OH	01/2005	Present
Mtbw, Llc	Columbus	OH	01/2005	Present
Mtbw, Llc	Columbus	OH	06/2016	Present

01/2005 → Present

John E. Sestina And Company

Columbus, OH
01/2005 → Present

Mtbw, Llc

Columbus, OH
06/2016 → Present

Mtbw, Llc

Columbus, OH

Other Businesses

Strongsville City School District 20025 Lunn Rd, Strongsville Oh 44149 Coach JV Girls' Golf Not investment related, salaried, seasonal, minimal time spent

Employer firm

Current Employers

John E. Sestina And Company

Disclosures

Employment History

Other Businesses

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