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THE RETIREMENT SPECIALIST OF CENTRAL OHIO

THE RETIREMENT SPECIALIST OF CENTRAL OHIO, LLC

CRD 173810

Visit website

974 N 21ST STREET, SUITE C1, NEWARK, OH, 43055, United States

Phone

740-345-0055

Fax

865-381-1962

Registration

— (—)

Source

State registered

Total AUM

$18.8M

Discretionary AUM

$18.8M

Team

3 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-05-08

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals115$15.6M

All web addresses on file

Official SEC filing: View on IAPD