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William Samuel Whitaker

Vawter Financial Ltd

Columbus, OH

CRD 5713537

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Employer firm

Vawter Financial Ltd CRD 108830

$394M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Vawter Financial Ltd

1161 Bethel Road Suite 304, Columbus, OH 43220 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-09-15
  • OH RA
    APPROVED
    Since 2017-09-15

Branch Locations

1161 Bethel Road, Suite 304, Columbus, OH 43220 • 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
Summit Financial Strategies, Inc. Columbus OH 04/2014 01/2017
Vawter Financial, Ltd. Columbus OH 04/2017 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Will Samuel Whitaker
  • Billy Samuel Whitaker

View on SEC IAPD

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Nearby Investors

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

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