Shawn Richard Ballinger
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Profil
Mr. Shawn R.
Ballinger is a Wealth Manager at Budros, Ruhlin & Roe, Inc. He joined the firm in 2012.
He is a member of the National Association of Personal Financial Advisors and belongs to the Kiwanis Club of Columbus, for which he serves on the Young Children Priority One committee.
He has over 13 years of experience in the financial services industry.
Mr. Ballinger served as President of the Board of Directors for the Central Ohio chapter of the Financial Planning Association.
He also served as a financial planner at another Columbus financial planning firm for seven years.
He received his Bachelor of Science degree in Finance from Franklin University.
He is a Certified Financial Planner.
Anciens postes connus de Shawn Richard Ballinger
| Sociétés | Poste | Fin |
|---|---|---|
Waller Financial Planning Group, Inc.
 Waller Financial Planning Group, Inc. Investment ManagersFinance Waller Financial Planning Group, Inc. (WFPG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Columbus, Ohio. The firm was founded by Larry Waller in 1985. WFPG provides asset management services to individuals both high-net worth and other than high-net worth, as well as pension and profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 31/12/2011 |
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Gestionnaire de Portefeuille-Actions | - |
Formation de Shawn Richard Ballinger
| Franklin University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Finance |
Waller Financial Planning Group, Inc.
Waller Financial Planning Group, Inc. Investment ManagersFinance Waller Financial Planning Group, Inc. (WFPG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Columbus, Ohio. The firm was founded by Larry Waller in 1985. WFPG provides asset management services to individuals both high-net worth and other than high-net worth, as well as pension and profit-sharing plans and charitable organizations. | Finance |
