Unclaimed
Ian Gedminas is an Investment Advisor Representative at Edelman Financial Engines in Columbus, Ohio. Ian holds a Series 65 license and is a Certified Financial Planner. Ian has been in the financial industry since 2014, with prior roles at Horter Investment Management and Horter Financial Strategies. Ian has experience working with a range of clients including individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
01/03/2023 - Present
Edelman Financial Engines (COLUMBUS OH)
IA
Issued 04/01/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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