Best Investors Account Sign in
Inactive

Lori Alyssa Gross

Wellness Investment Advisers LLC

Troy, OH

Piqua, OH

CRD 6694430

Claim This Profile
Employer firm

Wellness Investment Advisers LLC CRD 282042

$233.8K regulatory AUM 200 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Wellness Investment Advisers Llc

Piqua, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-08-17
  • OH RA
    APPROVED
    Since 2016-08-17

Branch Locations

305 Public Square Se Second Floor Suite #4, Troy, OH 45373 • United States

Piqua, OH • 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
Outlook Financial Center Troy OH 11/2015 Present
Wellness Investment Advisers Llc Piqua OH 08/2016 Present
Other Businesses

Lori Gross is an insurance agent with Outlook Financial Center. She spends approximately 50% of her time in this role.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-01
  • S65 Uniform Investment Adviser Law Examination
    2016-08-01

View on SEC IAPD

Nearby Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Russel Holley Surber
Myrtie Ellen Melas
JASON ANDREW THOMPSON

Nearby Offices

EDWARD JONES · TROY, OH
PNC WEALTH MANAGEMENT LLC · TROY, OH
AMERIPRISE FINANCIAL SERVICES, LLC · TROY, OH

More in Troy, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor