AH
Angela M. Howard
NATIONAL WEALTH MANAGEMENT GROUP
Gahanna, OH 43230
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CRD#: 4018960
AH
Professional summary
Angela M. Howard, who also goes by Angela M Albarelli, Angela M Stenson, Angela Marie Stenson, is a registered financial advisor currently at NATIONAL WEALTH MANAGEMENT GROUP, LLC located in Gahanna, Ohio and LPL FINANCIAL LLC located in Cincinnati, Ohio.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Angela has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela M Albarelli | Angela M Stenson | Angela Marie Stenson
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.
(1) 2/26/08 - LTC INSURANCE BUSINESS / 5% TIME SPENT / ACTIVITY BEGAN 1/06.
(2) 06/23/2011 - NON-VARIABLE INSURANCE - MIDLAND NATIONAL INSURANCE FOR INSURANCE AND FIXED ANNUITIES AND UNITED OF OMAHA FOR LONG TERM CARE INSURANCE - 10% - $2,000.00
(3) 07/12/2013 - MODEL WEALTH GROUP - NON-VARIABLE INSURANCE DBA - MODEL WEALTH GROUP - AT TIMES WE OFFER FIXED LIFE AND ANNUITY BUSINESS. ALSO LONG TERM CARE IS SOMETIMES OFFERED - 10% OF TIME SPENT - WESTERVILLE, OH.
(4) 8/11/2014: NON-VARIABLE INSURANCE - FIG - 20 HOURS PER MONTH/10 HOURS DURING TRADING - WESTERVILLE, OH.
(5) 10/23/2018 - National Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/23/2016 - 90 Hours Per Month During Securities Trading - I provide investment advisory services through National Wealth Management Group, an independent investment advisor firm. I started this business activity in 10/2018. I expect to spend approximately 90 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
(6) 10/31/2018 - Model Wealth Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/12/2013 - 90 Hours Per Month/50 Hours During Securities Trading - Offer fixed life and annuity business. Also Long term Care is sometimes offered.
CRS (Client Relationship Summary) - RIA
Click below to view Angela M. Howard'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®
NoneExperience
Current
January 5, 2022 - Present
NATIONAL WEALTH MANAGEMENT GROUP, LLC
Office #1: 81 Mill Street Suite 300, Gahanna, OH 43230RIA
CRD#: 174883
Gahanna, OH
Current
April 23, 2008 - Present
LPL FINANCIAL LLC
Office #1: 11260 Chester Rd Ste 250, Cincinnati, OH 45246RIA
BD
CRD#: 6413
Cincinnati, OH
Past
April 6, 2017 - May 5, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
CENTERBURG, OH
Past
December 22, 2016 - December 31, 2021
NATIONAL WEALTH MANAGEMENT GROUP, LLC
RIA
CRD#: 174883
Gahanna, OH
Past
March 15, 2011 - April 5, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
CENTERBURG, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NW
NATIONAL WEALTH MANAGEMENT GROUP, LLC
ALPINA FINANCIAL CONSULTANTS | NATIONAL WEALTH MANAGEMENT GROUP, LLC | NATIONAL WEALTH MANAGEMENT GROUP | MODEL WEALTH GROUP, LLC | INFINITE WEALTH PLANNING | GERARDI WEALTH MANAGEMENT, LLC | ALPINA FINANCIAL CONSULTANTS, LLC
CRD#: 174883 / SEC#: 801-80983
RIA
Registered Investment Advisory firm - (2/19/2015 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/30/2016)
RR
Arizona(1/22/2018)
RR
Florida(9/19/2014)
RR
Georgia(11/11/2013)
RR
Kentucky(6/30/2016)
RR
Michigan(9/2/2015)
RR
Nevada(9/19/2014)
RR
North Carolina(11/4/2021)
RR
Ohio(4/23/2008)
IAR
Ohio(1/7/2022)
RR
Oregon(9/2/2015)
RR
South Carolina(1/22/2018)
RR
Texas(6/30/2016)
IAR
Texas(1/5/2022)
RR
Utah(6/30/2016)
RR
Virginia(11/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NW
NATIONAL WEALTH MANAGEMENT GROUP, LLC
ALPINA FINANCIAL CONSULTANTS | NATIONAL WEALTH MANAGEMENT GROUP, LLC | NATIONAL WEALTH MANAGEMENT GROUP | MODEL WEALTH GROUP, LLC | INFINITE WEALTH PLANNING | GERARDI WEALTH MANAGEMENT, LLC | ALPINA FINANCIAL CONSULTANTS, LLC
CRD#: 174883 / SEC#: 801-80983
RIA
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Contact information
Main Address
11260 Chester Road Suite 250, Cincinnati, OH 45246-0002
Mailing Address
Phone number
(513) 772-2592
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,066 |
| AUM (Assets Under Management) | $ 325,727,820 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NATIONAL WEALTH MANAGEMENT GROUP, LLC
CRD#: 174883Gahanna, OH 43230TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
