John
Click

Meeder Asset Management, Inc

CRD#3060649
Investment Advisor
in Dublin, OH

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About this Advisor

John Click is a financial advisor based in Dublin, Ohio, working with Meeder Asset Management, Inc. John has previously held positions at Summit Financial, LLC and Meeder Investment Management, Inc. John has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Washington. Currently, John is part of Meeder Asset Management, Inc, which operates out of Dublin, Ohio. The firm has 33 employees and manages assets totaling $2.4 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Meeder Asset Management, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6125 Memorial Drive
Dublin, OH 43017

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Meeder Asset Management, Inc Brokerage Details

Total Assets Under Management

$2,420,073,659

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

33

OH Average: 34
Total Number of Accounts

1,331

OH Average: 1,972
Average Account Size

$1,818,237

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

John Click Work History

2024 - Present (1 year)

Summit Financial, LLC

2009 - Present (16 years)

Meeder Investment Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Click 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 Asset Management, Inc

John Click
Dublin, OH
Robert Meeder
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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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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