Christopher
Holbrook

Meeder Advisory Services, Inc

CRD#7022973
Investment Advisor
in Dublin, OH

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About this Advisor

Christopher Holbrook is a financial advisor operating in Dublin, Ohio who has 3 years of relevant experience. Holbrook is on the advisory team at Meeder Advisory Services, Inc. During their career, the advisor has held roles at Principal Life Insurance Company, Principal Securities Incorparated, The Medallion Club, Mutual Of Omaha, Nationwide Financial, Olentangy Local Schools and Meeder Investment Management, Inc. Holbrook can serve investors in Ohio. Meeder Advisory Services, Inc is a business that has its headquarters in Dublin, OH. It has $1 billion in total assets across its 3,777 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to three charitable organizations. The company has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely vary depending on the type of services provided. However, fee types billed by Meeder Advisory Services, Inc likely consist of some combination of asset-based and fixed fees.

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6125 Memorial Dr
Dublin, OH 43017

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Meeder Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,150,940,052

OH Average: $2,106,341,625
Total Number of Employees

49

OH Average: 34
Total Number of Accounts

3,777

OH Average: 1,972
Average Account Size

$304,723

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Christopher Holbrook Work History

Christopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Meeder Investment Management, Inc

2018 - 2020 (2 years)

Principal Life Insurance Company

2018 - 2020 (2 years)

Principal Securities Incorparated

2017 - 2017 (< 1 year)

Mutual Of Omaha

2015 - 2016 (1 year)

Nationwide Financial

2012 - 2014 (2 years)

Olentangy Local Schools

2011 - 2018 (7 years)

The Medallion Club

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Holbrook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Meeder Advisory Services, Inc

Ted Clark
Dublin, OH
Daniel Messmer
Dublin, OH
Paul Geiger
Dublin, OH
Christopher Barlow
Dublin, OH
Angelo Manzo
Dublin, OH
Zakery Holbrook
Dublin, OH
Chris Engel
Dublin, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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