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- Custodian
- Fidelity/NFS · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2023
- Office Locations
- 2
Office Locations
About GGM Financial LLC
GGM Financial is an independent financial planning and wealth management firm in Columbus, Ohio, serving pre-retirees/retirees and community professionals including firefighters, police, and medical and young professionals. The team provides holistic personal-CFO advice across budgeting, cash flow, investments, and wealth planning, with portfolios built primarily with mutual funds and ETFs. Known for diagramming plans with simple sketches to clarify action steps.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AARON BRADY GREEN
Financial Advisor, General Partner, Managing Partner
- CRD
- #5205774
- Ownership
- 75% or more
KAREN MARIE BAUMAN
Financial Advisor, PARTNER
- CRD
- #5697978
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Christopher Brewster
Financial Advisor
- CRD
- #2470914
MIKHAIL POLTYREV
Financial Advisor, General Partner
- CRD
- #5742709
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $512,964,815 | $564,939 |
| Non-Discretionary | $0 | -- |
| Total | $512,964,815 | $564,939 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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