Milton
Fullen
Fullen Financial Group, Inc
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About this Advisor
Milton Fullen is a certified financial planner and chartered financial consultant working out of Columbus, Ohio with a total of 11 years of industry experience. Fullen is an employee of Fullen Financial Group, Inc. They have been employed by Fullen Financial Group, Inc for their entire career. Fullen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois, Nebraska, Ohio and Texas. Fullen Financial Group, Inc is a financial advisory firm that has its headquarters in Columbus, OH. It handles $212 million in total assets between its 663 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advice to two charities and foundations. Of its 663 client accounts, 32% are held by high-net-worth investors who have more than $1 million in investable assets. Fullen Financial Group, Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services are provided. However, fees billed by Fullen Financial Group, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fullen Financial Group, Inc Brokerage Details
$211,459,199
6
663
$318,943
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Milton Fullen Work History
Milton has been registered as a financial advisor for 11 years.*
Fullen Financial Group, Inc
*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 Milton Fullen 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 Fullen Financial Group, Inc
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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.
