Thresa R. Alexander
ALEXANDER FINANCIAL PLANNING
COLUMBUS, OH 43221
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CRD#: 1189542
Professional summary
Thresa Renee Alexander, AIF®, CFP®, who also goes by Teri Alexander, Thresa Roth Alexander, is a registered financial advisor currently at ALEXANDER FINANCIAL PLANNING, INC. located in Columbus, Ohio.
Thresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Thresa has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Biography
I took an unexpected turn while I was pursuing a degree in Education and Psychology at Bowling Green State University. Prior to leaving for London, England, where I did my student teaching, I had to complete an elective. The only course available was Personal Finance and, to my amazement, I found it fascinating. After teaching a few years, I started working toward my calling. First at Merrill Lynch, next at a small money management firm in Dublin, and then at a financial planning firm in Upper Arlington. In my quest to be a financial planner, no one seemed to be providing this service in the manner in which I felt it should be done. I wanted to help people who had a vested interest in achieving their dreams and to conduct this in a personable and relaxed environment. So as one of the few women in this profession at that time, I founded Alexander Financial Planning. It was my background in education and psychology, combined with my passion for personal finance that led me to this vocation.
I have been a resident of Grandview Heights. since 1980. I enjoy spending time with my best friend, Gene, my 3 children, and my 4 grandchildren. My passions are running, hiking, traveling, cooking, and music. I am active in my community and involved in several non-profit organizations.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Life Transitions
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Teri Alexander | Thresa Roth Alexander
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Thresa Renee Alexander's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
October 18, 1999 - Present
ALEXANDER FINANCIAL PLANNING, INC.
Office #1: 1560 Fishinger Rd., Columbus, OH 43221Office #2: 1570 Fishinger Rd. Suite 200, Columbus, OH 43221RIA
CRD#: 121139
COLUMBUS, OH
Past
August 23, 1999 - December 31, 2004
WRP INVESTMENTS, INC.
BD
CRD#: 7365
YOUNGSTOWN, OH
Past
January 30, 1995 - September 9, 1999
FINANCIAL ASSET MANAGEMENT, INC.
BD
CRD#: 18514
COLUMBUS, OH
Past
April 7, 1994 - January 31, 1995
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
September 22, 1983 - September 23, 1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(10/18/1999)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
ALEXANDER FINANCIAL PLANNING, INC.
ALEXANDER FINANCIAL PLANNING, INC.
CRD#: 121139 / SEC#:
Ohio
Registered Investment Advisory firm - (10/18/1999 Approved)Texas
Registered Investment Advisory firm - (12/13/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3600 Olentangy River Road Suite C2, Columbus, OH 43214
Mailing Address
Phone number
(614) 538-1600
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 88,013,937 |
Red Flags
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Company Information
ALEXANDER FINANCIAL PLANNING, INC.
CRD#: 121139Columbus, OH 43221TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
