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Andrew T Young

Whitaker-Myers Wealth Managers, Ltd.

Mansfield, OH

CRD 7214112

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Employer firm

Whitaker-Myers Wealth Managers, Ltd. CRD 286093

$851M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • ESTATE PLANNING, BILL PAY SERVICES

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

Current Employers
Whitaker-Myers Wealth Managers, Ltd.

1485 Lexington Ave., Mansfield, OH 44907 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-28
OH RA APPROVED 2020-01-09
  • TX RA
    APPROVED
    Since 2020-04-28
  • OH RA
    APPROVED
    Since 2020-01-09

Branch Locations

1485 Lexington Ave., Mansfield, OH 44907 • 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
OrganizationCityStateFromTo
Whitaker-Myers Wealth Managers, Ltd. Mansfield OH 12/2019 Present
Huntington Bank Columbus OH 05/2015 09/2016
Jp Morgan Chase & Co. Columbus OH 10/2016 11/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-09
  • S65 Uniform Investment Adviser Law Examination
    2020-01-09

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
HD PINNACLE ADVISORS, LTD.
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

MATTHEW GERALD HARRIS
Ethan Ronald Barry
Kage D Rush

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, OH
HD PINNACLE ADVISORS, LTD. · MANSFIELD, OH
JANNEY MONTGOMERY SCOTT LLC · Mansfield, OH

More in Mansfield, OH

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