Roman
Korolchuk
Summit Financial Strategies Inc
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About this Advisor
Roman Korolchuk is a certified financial planner based in Columbus, Ohio who has 1 year of relevant experience. Korolchuk works at Summit Financial Strategies Inc. Korolchuk has gained experience at Summit Financial Strategies, Inc, Ohio State Wexner Medical Center and The Ohio State University. Korolchuk is approved to advise clients in Ohio and Texas. Summit Financial Strategies Inc is an advisory company that has its headquarters in Columbus, OH. It handles $2 billion in total assets among its 3,729 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 3,729 client accounts, 51% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on the type of services provided. However, fee types billed by Summit Financial Strategies Inc likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial Strategies Inc Brokerage Details
$1,560,747,194
30
3,729
$418,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Roman Korolchuk Work History
Roman has been registered as a financial advisor for 1 years.*
Summit Financial Strategies, Inc
Ohio State Wexner Medical Center
The Ohio State University
*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 Roman Korolchuk 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 Summit Financial Strategies Inc
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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.
