Shawn R. Ballinger

COLUMBUS STREET FINANCIAL PLANNING

Grove City, OH

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CRD#: 4279047

Professional summary

Shawn Richard Ballinger, CFP® is a registered financial advisor currently at COLUMBUS STREET FINANCIAL PLANNING, LLC located in Grove City, Ohio.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Shawn has worked at 10 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Tax Planning

Education Planning

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Estate Planning

Insurance Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

College/Education Planning

Fixed Fee (Subscription, Retai...

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing...

Middle Income Client Needs

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Richard Ballinger'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^®

Certified Financial Planner

Start date: 2004

Experience

Current

May 1, 2019 - Present

COLUMBUS STREET FINANCIAL PLANNING, LLC

RIA

CRD#: 301788

Grove City, OH

Past

June 26, 2014 - February 19, 2019

BUDROS, RUHLIN & ROE

RIA

CRD#: 106536

COLUMBUS, OH

Past

January 30, 2012 - October 30, 2012

WALLER FINANCIAL PLANNING GROUP, INC.

RIA

CRD#: 159564

COLUMBUS, OH

Past

November 17, 2008 - November 6, 2012

LPL FINANCIAL LLC

CRD#: 6413

NAPLES, FL

Past

April 18, 2008 - April 16, 2012

WALLER FINANCIAL PLANNING GROUP INC

RIA

CRD#: 105814

COLUMBUS, OH

Past

September 26, 2005 - November 26, 2008

OSAIC WEALTH, INC.

CRD#: 23131

COLUMBUS, OH

Past

February 3, 2004 - August 16, 2005

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

April 3, 2002 - July 30, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

January 23, 2001 - February 19, 2002

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Past

October 16, 2000 - December 31, 2000

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

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
(5/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/9/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/17/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/13/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COLUMBUS STREET FINANCIAL PLANNING, LLC

CRD#: 301788 / SEC#:

Ohio

Registered Investment Advisory firm - (5/1/2019 Approved)

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Contact information

Main Address

Grove City, OH

Mailing Address

Phone number

(614) 662-4250

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 89,403,274

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Shawn R. Ballinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Richard Ballinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUDROS, RUHLIN & ROE

WALLER FINANCIAL PLANNING GROUP, INC.

LPL FINANCIAL LLC

WALLER FINANCIAL PLANNING GROUP INC

OSAIC WEALTH, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

BANC ONE SECURITIES CORPORATION

JPMORGAN DISTRIBUTION SERVICES, INC.

VICTORY CAPITAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/9/2011

Series 7

Date: 11/17/2005

Series 6

Date: 10/13/2000

Current Firm

COLUMBUS STREET FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COLUMBUS STREET FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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