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Ryan Timothy Gilmer

Whitcomb & Hess, Inc.

Ashland, OH

CRD 5168946

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Employer firm

Whitcomb & Hess, Inc. CRD 121064

$491M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Whitcomb & Hess, Inc.

1020 Cleveland Avenue, Ashland, OH 44805 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-11-06
  • OH RA
    APPROVED
    Since 2019-11-06

Branch Locations

1020 Cleveland Avenue, Ashland, OH 44805 • 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
Whitcomb & Hess, Inc. Ashland OH 07/2006 09/2016
Valmark Financial Group Akron OH 09/2016 11/2019
Whitcomb & Hess, Inc. Ashland OH 11/2019 Present
Whitcomb & Hess, Inc Ashland OH 01/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-15
  • S65 Uniform Investment Adviser Law Examination
    2006-09-15
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

COMPASS PLANNING, LLC
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

CHAD ANDREW BROWN
Mitchell Joseph Noel
Brianna Rose Noel

Nearby Offices

COMPASS PLANNING, LLC · ASHLAND, OH
LPL FINANCIAL LLC · ASHLAND, OH
EDWARD JONES · ASHLAND, OH

More in Ashland, OH

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