POLARIS FINANCIAL PARTNERS, LLC
CRD #299258 SEC #801-132733 WESTERVILLE, OH 614-901-3400
SEC Registered
Total AUM
$191.5M
Discretionary
$191.5M
Employees
5
Clients
10
Accounts
430
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 5, 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 |
|---|---|---|---|---|
| Drake, Justin | I | CHIEF MARKETING OFFICER | NA | |
| Drake, Justin | I | CHIEF MARKETING OFFICER | NA | |
| Drake, Justin | I | CHIEF MARKETING OFFICER | NA | |
| Drake, Justin | I | CHIEF MARKETING OFFICER | NA | |
| HARRIGAN, WILLIAM, BRADFORD | I | GENERAL COUNSEL & INVESTMENT ADVISOR REPRESENTATIVE & CCO | NA | |
| HARRIGAN, WILLIAM, BRADFORD | I | GENERAL COUNSEL & INVESTMENT ADVISOR REPRESENTATIVE & CCO | NA | |
| HARRIGAN, WILLIAM, BRADFORD | I | GENERAL COUNSEL & INVESTMENT ADVISOR REPRESENTATIVE & CCO | NA | |
| HARRIGAN, WILLIAM, BRADFORD | I | GENERAL COUNSEL & INVESTMENT ADVISOR REPRESENTATIVE & CCO | NA | |
| DEITRICK, ROBERT, THOMAS | I | CEO, MANAGING MEMBER | E | Control |
| DEITRICK, ROBERT, THOMAS | I | CEO, MANAGING MEMBER | E | Control |
| DEITRICK, ROBERT, THOMAS | I | CEO, MANAGING MEMBER | E | Control |
| DEITRICK, ROBERT, THOMAS | I | CEO, MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jun 5, 2025 REGISTERED
Notice Filings (3)
CO FL OH
Address
470 OLDE WORTHINGTON ROAD SUITE 450WESTERVILLE, OH 43082
United States
Phone: 614-901-3400