WALLER FINANCIAL PLANNING GROUP, INC.
CRD #159564 SEC #801-72938 COLUMBUS, OH 614-457-7026
SEC Registered
Total AUM
$635.3M
Discretionary
$574.8M
Employees
11
Clients
251
Accounts
2,013
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | VICE PRESIDENT | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| ELIASON, JASON, ALLEN | I | PARTNER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | VICE PRESIDENT | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| FARRIS, JASON, EDWARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| KERWOOD, CHARLES, ARTHUR | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | SECRETARY/TREAURER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
| OLSGARD, CHRISTOPHER, OWEN | I | PARTNER | C | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (10)
FL GA IN LA MI NC NH OH SC TX
Address
941 CHATHAM LANE SUITE 212COLUMBUS, OH 43221
United States
Phone: 614-457-7026