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 based in Dublin, Ohio, working with Meeder Advisory Services, Inc. Christopher has previously held positions at Principal Life Insurance Company, Principal Securities Incorporated, The Medallion Club, Mutual Of Omaha, Nationwide Financial, and Meeder Investment Management, Inc. Christopher is registered to provide services in Ohio. Currently, Christopher is part of Meeder Advisory Services, Inc, which operates out of Dublin, Ohio. The firm has 52 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Meeder Advisory Services, Inc includes asset-based and fixed fees.

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

$1,442,357,951

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

52

OH Average: 34
Total Number of Accounts

3,713

OH Average: 1,972
Average Account Size

$388,462

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

2020 - Present (5 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

2011 - 2018 (7 years)

The Medallion Club

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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

Angelo Manzo
Dublin, OH
Ted Clark
Dublin, OH
Jacob Thielbar
Dublin, OH
James Morton
Dublin, OH
Daniel Messmer
Dublin, OH
Paul Geiger
Dublin, OH
Aaron Adkins
Dublin, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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