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Theresa Ann Mouw

THE Huntington Investment Co.

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About Theresa Ann Mouw

Theresa Ann Mouw is a registered representative and investment advisor representative with The Huntington Investment Co. Theresa has been in the financial services industry since January 10, 2004. Theresa is registered with the state of Michigan and has a Series 6, 7, 63, 65, and SIE license. Theresa is also a Certified Financial Planner. The Huntington Investment Co. is a full-service investment firm that provides a variety of financial services to individuals, businesses, and institutions. The firm specializes in portfolio management, financial planning, and investment advisory services.

Firm Information

Theresa Mouw is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Theresa Mouw’s Registration & Firm History

MI

11/08/2010 - Present

THE Huntington Investment Co. (MUSKEGON MI)

MI

07/06/2005 - 11/18/2009

CHASE INVESTMENT SERVICES CORP. (SPRING LAKE MI)

IL

01/20/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

WI

11/24/2003 - 01/05/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 11/04/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Theresa Ann Mouw. Review regulatory record here.
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