CRD: 108634
John E. Sestina AND Company
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- Custodian
- Charles Schwab & Company · Tiaa · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-17-1993
- Office Locations
- 2
Office Locations
About John E. Sestina AND Company
John E. Sestina and Company is a Columbus, Ohio-based, fee-only fiduciary RIA providing comprehensive financial planning and wealth strategy for individuals, families, and business owners nationwide. The firm emphasizes objective advice and transparent pricing, anchored by its proprietary “Managing to Be Wealthy” planning process. Portfolios are primarily implemented with ETFs, and the practice supports custody through major platforms such as Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Tyler V Cook
Managing Partner, Partner
- CRD
- #6642998
- Ownership
- 25% but less than 50%
Stephen A Lukan
Managing Partner
- CRD
- #6643070
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Craig A Constantinovich
CFP
- CRD
- #6643045
Spencer Charles Hagar
Financial Planner
- CRD
- #7255572
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $743,960,329 | $61,015 |
| Non-Discretionary | $0 | -- |
| Total | $743,960,329 | $61,015 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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