FIRST OHIO PLANNING, LLC
CRD #144498 SEC #801-77963 COLUMBUS, OH 614-486-0691
SEC Registered
Total AUM
$255.9M
Discretionary
$255.9M
Employees
6
Clients
11
Accounts
653
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 2020
- 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 |
|---|---|---|---|---|
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, JAMES, SCHELL | I | SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 23, 2020 REGISTERED
Notice Filings (3)
FL OH TX
Address
1429 KING AVENUECOLUMBUS, OH 43212
United States
Phone: 614-486-0691