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Sana Shamsi Haque

Gianola Financial Planning, LLC

Worthington, OH

CRD 6202272

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Employer firm

Gianola Financial Planning, LLC CRD 121365

140 advisory clients

Reported services (Item 5G)

  • Financial planning
  • INCOME TAX PREPARATION SERVICES

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

Current Employers
Gianola Financial Planning, Llc

6797 N. High Street Suite 324, Worthington, OH 43085 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-29
OH RA APPROVED 2013-06-18
  • FL RA
    APPROVED
    Since 2021-01-29
  • OH RA
    APPROVED
    Since 2013-06-18

Branch Locations

6797 N. High Street Suite 324, Worthington, OH 43085 • 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
Gianola Financial Planning Llc Worthington OH 10/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-17
  • S65 Uniform Investment Adviser Law Examination
    2013-06-17
Designations
  • Certified Financial Planner
Other Names
  • Sana S Haque

View on SEC IAPD

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Nearby Investors

STEPHEN MICHAEL BERARDI
JASON MICHAEL HELTERBRIDLE
KEVIN ROBERT CLARK

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · WORTHINGTON, OH
THRIVENT INVESTMENT MANAGEMENT INC. · WORTHINGTON, OH
LPL FINANCIAL LLC · WORTHINGTON, OH

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