CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC

Legal name: CONSOLIDATED FINANCIAL

CRD #119695 SEC #801-112968 DUBLIN, OH 614-932-0000

SEC Registered Disclosures

Total AUM

$516M

Discretionary

$203.4M

Employees

Clients

Accounts

1,467

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 25, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
BELL, ROBERT, ANDREW	I	MEMBER	C	Control
CONSOLIDATED INSURANCE AGENCY	DE	MEMBER	C	Control
BELL, EDWARD, STEELE	I	MEMBER	B	Control
BELL, EDWARD, STEELE	I	MEMBER	B	Control
BELL, EDWARD, STEELE	I	MEMBER	B	Control
BELL, EDWARD, STEELE	I	MEMBER	B	Control
BELL, EDWARD, STEELE	I	MEMBER	B	Control
BELL, EDWARD, STEELE	I	MEMBER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BELL, EDWARD, STEELE	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
CURRY, JAMES, MARK	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B	Control
ROSEBERRY, ANDREW, TODD	I	MEMBER	B
ROSEBERRY, ANDREW, TODD	I	MEMBER	B
ROSEBERRY, ANDREW, TODD	I	MEMBER	B
ROSEBERRY, ANDREW, TODD	I	MEMBER	B
ROSEBERRY, ANDREW, TODD	I	MEMBER	B
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control
THE WISEMAN AGENCY	DE	MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WAUGH, LORI, A.	I	THE WISEMAN AGENCY	D	Control
WISEMAN, THOMAS, E.	I	THE WISEMAN AGENCY	D	Control
WISEMAN, THOMAS, E.	I	THE WISEMAN AGENCY	D	Control
WISEMAN, THOMAS, E.	I	THE WISEMAN AGENCY	D	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control
ROACH, GERALD, EUGENE	I	THE WISEMAN AGENCY	C	Control

Registrations

Federal

Mar 25, 2025 REGISTERED

Notice Filings (4)

FL OH TX WV

Address

5850 VENTURE DRIVE
SUITE A
DUBLIN, OH 43017
United States

Phone: 614-932-0000