Mikhail
Poltyrev

Ggm Financial LLC

CRD#5742709
Investment Advisor
in Columbus, OH

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About this Advisor

Mikhail Poltyrev is a financial advisor based in Columbus, Ohio, working with Ggm Financial LLC. Mikhail has previously held positions at Pruco Securities, LLC, Prudential Insurance Company Of America, Beth Torah Congregation, Jpmorgan Securities LLC, Bam Distributing, Commonwealth Financial Network, Gloeckner Green Mccabe Financial, LLC, and Ggm Financial, LLC. Mikhail has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Mikhail is part of Ggm Financial LLC, which operates out of Columbus, Ohio. The firm has 9 employees and manages assets totaling $370.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ggm Financial LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2492 W Dublin Granville Rd.
Columbus, OH 43235

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Ggm Financial LLC Brokerage Details

Total Assets Under Management

$370,860,672

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

9

OH Average: 34
Total Number of Accounts

751

OH Average: 1,972
Average Account Size

$493,822

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mikhail Poltyrev Work History

2023 - Present (1 year)

Ggm Financial, LLC

2016 - Present (8 years)

Bam Distributing

2022 - 2023 (1 year)

Commonwealth Financial Network

2022 - 2023 (1 year)

Gloeckner Green Mccabe Financial, LLC

2016 - 2022 (6 years)

Jpmorgan Securities LLC

2009 - 2016 (7 years)

Pruco Securities, LLC

2009 - 2016 (7 years)

Prudential Insurance Company Of America

2005 - 2016 (11 years)

Beth Torah Congregation

Disclosures

Please visit the SEC profile of Mikhail Poltyrev 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 Ggm Financial LLC

Christopher Brewster
Columbus, OH
Matthew Collins
Columbus, OH
Aaron Green
Columbus, OH
John Mccabe
Columbus, OH
Karen Bauman
Columbus, OH
Mikhail Poltyrev
Columbus, 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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