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Whitaker-Myers Wealth Managers, Ltd. CRD 286093
$851M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1485 Lexington Ave., Mansfield, OH 44907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mansfield Christian Schools | Mansfield | OH | 08/2006 | 05/2019 |
| Barrington Property Management | Ontario | OH | 06/2018 | 01/2021 |
| Lowes | Ontario | OH | 01/2021 | 08/2021 |
| Kent State University | Kent | OH | 09/2019 | 08/2023 |
| Whitaker-Myers Wealth Managers, Ltd. | Mansfield | OH | 09/2023 | 05/2024 |
| Whitaker-Myers Wealth Managers, Ltd. | Mansfield | OH | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-14 |
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