Pds Planning Inc.

Pds Planning Inc. (CRD# 106895) is a financial advisory firm headquartered in Columbus, OH. They manage $572,207,350 in 2,341 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    572
    MILLION
  • Total Number of Accounts
    2,341
    ACCOUNTS
  • Average Account Value
    $244,429
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, MI, NC, NE, NH, OH, TX

Financial Advisors at Pds Planning Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Kurt M. Brown
CRD#: 6034962
Columbus, OH 43215

Kurt Brown (CRD# 6034962) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 2 years of experience in the finance industry.

2
Thomas D. Ellison
CRD#: 4711893
Columbus, OH 43215

Thomas Ellison (CRD# 4711893) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 15 years of experience in the finance industry.

3
James M. Hamilton
CRD#: 2491211
Columbus, OH 43215

James Hamilton (CRD# 2491211) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has 1 year of experience in the finance industry.

4
Robert D. Hamilton
CRD#: 733504
Columbus, OH 43212

Robert Hamilton (CRD# 733504) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 32 years of experience in the finance industry. Robert Hamilton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

5
Rita M. Itsell
CRD#: 4648290
Columbus, OH 43215

Rita Itsell (CRD# 4648290) is an Financial Planning Advisor working at PDS Planning Inc. in Columbus, OH and has 15 years of experience in the finance industry.

6
Jamie P. Menges
CRD#: 4249232
Columbus, OH 43215

Jamie Menges (CRD# 4249232) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 14 years of experience in the finance industry. Jamie Menges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

7
Dean A. Schuler
CRD#: 5506232
Columbus, OH 43215

Dean Schuler (CRD# 5506232) is an Investment Advisor Representative working at PDS Planning, Inc. in Columbus, OH and has over 8 years of experience in the finance industry.  Dean Schuler has taken additional exams to become aCertified Financial Planner (CFP®).  CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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