Waller Financial Planning Group Inc

  • Financial Services
  • Columbus OH
  • 14 employees
  • Financial Services
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Company Overview

Headquarters
941 Chatham Lane Suite 212, Columbus OH
Website
waller.com
Phone
(614) 457-7026
Employees
14
Founded in
1985
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

Total Funding Amount

$150,000M

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Who is Waller Financial Planning Group Inc

Waller Financial Planning Group Inc. is a company based in Columbus, Ohio, with 14 employees. Waller Financial Planning Group Inc. provides holistic financial structure and long-term counsel to help clients achieve their desired lifestyle and legacy. They aim to serve as trusted advisors, offering unbiased advice and exemplary service to support their clients' financial independence. Waller Financial Planning Group Inc. prides itself on building valued relationships with clients based on a shared passion for financial independence. You can visit Waller Financial Planning Group Inc. online at walle.com.

Company Leadership

Chris Olsgard

Partner

Phone Email
Charles Kerwood III

Partner

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Jason Eliason

Partner

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Larry Waller

CEO

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Waller Financial Planning Group Inc Industry Tags

Cash Flow Planning
Risk Management
Tax Planning
Estate Planning
Philanthropic Planning
Financial Independence/ Retirement Preparation
Portfolio Construction/ Management
Education Funding
Financial Services
Financial Advisory Services
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Waller Financial Planning Group Inc Tech Stack

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FAQ

What is the location of Waller Financial Planning Group Inc's headquarters?
The headquarters of Waller Financial Planning Group Inc are situated at 941 Chatham Lane Suite 212, Columbus OH
What is Waller Financial Planning Group Inc's phone number?
Waller Financial Planning Group Inc's contact number is (614) 457-7026.
What is Waller Financial Planning Group Inc's official website?
The official website of Waller Financial Planning Group Inc can be found at waller.com.
What is Waller Financial Planning Group Inc's current revenue?
As of January 2020, Waller Financial Planning Group Inc's annual revenue reached $5B.
How many employees does Waller Financial Planning Group Inc currently have?
Waller Financial Planning Group Inc employs approximately 14+ people as of January 2020
Which industries is Waller Financial Planning Group Inc primarily operating in?
Waller Financial Planning Group Inc operates in the following industries: Finance, Credit
Who is the Partner of Waller Financial Planning Group Inc?
Waller Financial Planning Group Inc's Partner is Chris Olsgard
What are Waller Financial Planning Group Inc's industry tags?
Waller Financial Planning Group Inc's industry tags include: Cash Flow Planning, Risk Management, Tax Planning
What is Waller Financial Planning Group Inc's total funding to date?
Waller Financial Planning Group Inc has secured $150,000M as of January 2020
When was Waller Financial Planning Group Inc founded?
Waller Financial Planning Group Inc was founded in 1985.

Employee Directory

Key Employees

Jason Farris

Partner

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Scott Rendle

Senior Planner

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