Drew
Hodgson

Whitaker-Myers Wealth Managers, LTD

CRD#7371378
Investment Advisor
in Mansfield, OH

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About this Advisor

Drew Hodgson is a financial advisor based in Mansfield, Ohio, working with Whitaker-Myers Wealth Managers, LTD. Drew has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Walgreens, Montgomery Inn, Doordash, Color World Housepainting, The University Of Akron, Dublin City Schools, Whitaker-Myers Wealth Managers, LTD, Skylight Financial Group, and School and Innovative Solutions Insurance Services. Drew has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Drew is part of Whitaker-Myers Wealth Managers, LTD, which operates out of Mansfield, Ohio. The firm has 22 offices and 22 employees. The firm manages assets totaling $513.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Whitaker-Myers Wealth Managers, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1485 Lexington Ave.
Mansfield, OH 44907

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Whitaker-Myers Wealth Managers, LTD Brokerage Details

Total Assets Under Management

$513,028,918

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

22

OH Average: 34
Total Number of Accounts

7,714

OH Average: 1,972
Average Account Size

$66,506

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Drew Hodgson Work History

2022 - Present (3 years)

Whitaker-Myers Wealth Managers, LTD

2022 - Present (3 years)

Innovative Solutions Insurance Services

2021 - 2022 (1 year)

Mass Mutual Life Insurance Company

2021 - 2022 (1 year)

Mml Investors Services

2021 - 2022 (1 year)

Skylight Financial Group

2019 - 2021 (2 years)

Color World Housepainting

2017 - 2021 (4 years)

Doordash

2017 - 2021 (4 years)

The University Of Akron

2015 - 2015 (< 1 year)

Walgreens

2015 - 2017 (2 years)

Montgomery Inn

2012 - 2015 (3 years)

School

2011 - 2017 (6 years)

Dublin City Schools

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Disclosures

Please visit the SEC profile of Drew Hodgson 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 Whitaker-Myers Wealth Managers, LTD

Stephen Armstrong
Wooster, OH
David Gearhart
Mansfield, OH
Jacob Buckwalter
Mansfield, OH
Logan Doup
Mansfield, OH
Nicholas Allen
Wooster, OH
Matthew Harris
Mansfield, OH
Drew Hodgson
Mansfield, OH
Kelly Kranstuber
Wooster, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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