Maria
Wolters
Ci Private Wealth
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About this Advisor
Maria Wolters is a certified financial planner and chartered financial consultant working out of Columbus, Ohio with 1 year of relevant experience. Wolters is an advisor for Ci Private Wealth. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Mangen & Associates, Wright State Tutoring Services, Phelan Insurance Agency, Wright State Bookstore, Platinum Auto Group, Minster High School, Trademark Designs, Globus Printing, Budros, Ruhlin & Roe, Brr Opco, LLC and Ci Budros, Ruhlin & Roe Private Wealth. Wolters holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Ohio. Ci Private Wealth is a registered investment company headquartered in Miami, FL. It has offices in 28 locations and a total of 825 financial advisors. It controls $95 billion in total assets across its 79,738 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 504 charities and foundations. Of its 79,738 client accounts, 51% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on the financial services. Fee types charged by Ci Private Wealth likely include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Maria Wolters Work History
Maria has been registered as a financial advisor for 1 years.*
Ci Budros, Ruhlin & Roe Private Wealth
Brr Opco, LLC
Budros, Ruhlin & Roe
Ameriprise Financial Services, Inc
Mangen & Associates
Wright State Tutoring Services
Phelan Insurance Agency
Wright State Tutoring Services
Phelan Insurance Agency
Wright State Bookstore
Platinum Auto Group
Minster High School
Trademark Designs
Minster High School
Globus Printing
Minster High School
*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 Maria Wolters 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 Ci Private Wealth
San Diego, CA
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Menlo Park, CA
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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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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.
