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Matthew Paul Mcclimon

Windsor Advisory Group, LLC

Columbus, OH

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Current Employers
Windsor Advisory Group, Llc

2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-02-15
  • OH RA
    APPROVED
    Since 2021-02-15

Branch Locations

2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • 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
Wagenbrenner Development Columbus OH 10/2013 08/2020
Windsor Advisory Group Columbus OH 11/2020 Present
  • 10/2013 → 08/2020
    Wagenbrenner Development
    Columbus, OH
  • 11/2020 → Present
    Windsor Advisory Group
    Columbus, OH
Other Businesses

WAZ Properties LLC, WAZ Properties Two, LLC - These are investment portfolios of rental properties, managed by a third party. Address is 9 Ealy Crossing, New Albany, OH 43054. I am a partner in these entities. Wagenbrenner Grandview Crossing, LLC; Jeffrey New Day Apartments, LLC; Ridge Street Properties, LLC; 1206 N 4th QOF, LLC; Grant Park Homes, LLC; Wagenbrenner Marble Cliff Canyon, LLC; Marble Cliff Canyon, LLC; Weinland Park Development, LLC; Wagenbrenner Jeffrey Holdings, LLC; Wagenbrenner Jeffrey Holdings 2, LLC; Wagenbrenner Jeffrey Holdings 3, LLC; Grant Park Apartments Five; 810 Redevelopment, Inc; Wagenbrenner Perry, LLC;. - These are investment portfolios of rental properties, managed by a third party. Address is 842 N. 4th Street, Columbus, OH 43215. I am a partner in these entities. McWags, LLC; Muskie Irish, LLC, - These are investment portfolios of rental properties, managed by a third party. Address is 751 Northwest Blvd #300, Grandview Hts, OH 43212. I am a partner in these entities. MMcClimon Inc. - I serve as the president of this entity and spend 4 hrs per month. I perform real estate consulting services. Kessler & Ballenger - I am an employee of this entity. It is located at 7650 Rivers Edge Drive, Ste 220, Columbus, OH 43235. I perform tax compliance and estimates. I spend 60 hours/month with this firm. Wagenbrenner Management - I have a consulting agreement with this entity. It is located at 751 Northwest Blvd, Columbus, OH 43215. I spend 2 hrs/month with this entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-15
  • S65 Uniform Investment Adviser Law Examination
    2021-02-15
Other Names
  • Matt Mcclimon

View on SEC IAPD

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