Stephen
Armstrong
Whitaker-Myers Wealth Managers, LTD
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About this Advisor
Stephen Armstrong is a financial advisor based in Wooster, Ohio, working with Whitaker-Myers Wealth Managers, LTD. Stephen has previously held positions at Whitaker Myers Wealth Managers and Mansfield Christian School. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Stephen is part of Whitaker-Myers Wealth Managers, LTD, which operates out of Wooster, Ohio. The firm has 22 offices and 22 employees. The firm manages assets totaling $513.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Whitaker-Myers Wealth Managers, LTD includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Whitaker-Myers Wealth Managers, LTD Brokerage Details
$513,028,918
22
7,714
$66,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Stephen Armstrong Work History
Whitaker Myers Wealth Managers
Mansfield Christian School
Disclosures
Please visit the SEC profile of Stephen Armstrong 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 Whitaker-Myers Wealth Managers, LTD
Wooster, OH
Mansfield, OH
Mansfield, OH
Mansfield, OH
Mansfield, OH
Wooster, OH
Wooster, OH
Mansfield, OH
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