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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2008
- Office Locations
- 2
Office Locations
About Structured Wealth Management, Inc.
Structured Wealth Management is a Toledo, OH-based RIA serving Northwest Ohio and Southeast Michigan, focused on soon-to-be-retired and retired households. The team delivers customized retirement and financial planning, including tax and legacy/estate planning and insurance guidance, and builds portfolios primarily using ETFs. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS KESSEL ROGERS
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #3251381
- Ownership
- 50% but less than 75%
BRIAN ANDREW SCHMITZ
Owner, Partner
- CRD
- #2612181
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
PAUL WILLIAM MANOL
Investment Advisor Representative
- CRD
- #6175271
NATHAN THOMAS REITER
--
- CRD
- #4687834
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,890,000 | $430,531 |
| Non-Discretionary | $0 | -- |
| Total | $226,890,000 | $430,531 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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