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Alexander Financial Planning, Inc. CRD 121139
$103M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3600 Olentangy River Road Suite C2, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 1999-10-18 |
Branch Locations
1560 Fishinger Rd., Columbus, OH 43221 • United States
1570 Fishinger Rd. Suite 200, Columbus, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexander Financial Planning, Inc | Columbus | OH | 08/1997 | Present |
| Wrp Investments, Inc. | Columbus | OH | 09/1998 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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