Monica
Prinkey

John E. Sestina And Company

CRD#6849049
Investment Advisor
in Columbus, OH

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About this Advisor

Monica Prinkey is a chartered financial consultant based out of Columbus, Ohio with 2 years of relevant experience. Prinkey is an employee of John E. Sestina And Company. During their career, Prinkey has held roles at Nationwide Investment Services Corp, Darden, Jp'S Pizzeria And Grille, Stay At Home Mom and Managing To Be Wealthy (John E. Sestina And Company). Prinkey can work in Ohio. John E. Sestina And Company is a financial advisory company operating out of Columbus, OH. It has offices in two locations and a total of 18 advisors. It has $451 million in assets under management between its 2,595 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,595 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in investable assets. John E. Sestina And Company provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees largely depend on which services the firm provides the client. Fee types billed by John E. Sestina And Company most likely include asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1161 Bethel Road Suite 201
Columbus, OH 43220

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John E. Sestina And Company Brokerage Details

Total Assets Under Management

$451,133,956

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

18

OH Average: 34
Total Number of Accounts

2,595

OH Average: 1,972
Average Account Size

$173,847

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Monica Prinkey Work History

Monica has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Managing To Be Wealthy (John E. Sestina And Company)

2016 - Present (8 years)

Darden

2017 - 2021 (4 years)

Nationwide Investment Services Corp

2013 - 2016 (3 years)

Jp'S Pizzeria And Grille

2011 - 2013 (2 years)

Stay At Home Mom

*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 Monica Prinkey 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 John E. Sestina And Company

Craig Constantinovich
Columbus, OH
Monica Prinkey
Columbus, OH
Spencer Hagar
Columbus, OH
Kimberly Wirtz
Columbus, OH
Tyler Cook
Columbus, OH
Stephen Lukan
Columbus, OH
Anthony Payne
Columbus, OH
Robert Aaron Hammack
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.

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