linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Drew Thomas Hodgson

Whitaker-Myers Wealth Managers, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Drew? Claim Your Profile

About Drew Thomas Hodgson

Drew Hodgson is a financial advisor at Whitaker-Myers Wealth Managers, Ltd., a firm that has been serving clients in Mansfield, Ohio and the surrounding area for over 20 years. Drew specializes in providing financial planning, investment management, and estate planning services to individuals, families, and businesses. Drew is a Certified Financial Planner™ and holds the Series 66, Series 7TO, and SIE securities licenses. Prior to joining Whitaker-Myers Wealth Managers, Ltd., Drew worked as a financial advisor at MML Investors Services, LLC.

Firm Information

Drew Hodgson is currently registered with Whitaker-Myers Wealth Managers, Ltd.. Whitaker-Myers Wealth Managers, Ltd. is a financial advisory firm based in Mansfield, OH. They provide a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. They manage over $513 million in assets for a range of clients, including individuals, high net worth individuals, charitable organizations, corporations, pension and profit sharing plans.
Whitaker-Myers Wealth Managers, Ltd.

1485 LEXINGTON AVE.

MANSFIELD, OH 44907

$513.03M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

estate planning, bill pay services

Estate planning, bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Selection of other advisers fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Drew Hodgson’s Registration & Firm History

OH

10/10/2022 - Present

Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)

OH

06/17/2021 - 09/30/2022

MML INVESTORS SERVICES, LLC (DUBLIN OH)

Not sure if Drew Thomas Hodgson is right for you?

Licenses & Designations

BOTH

Issued 10/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Drew Thomas Hodgson.
Not sure if Drew Thomas Hodgson is right for you?