Phillip E. Bollin

BOLLIN WEALTH MANAGEMENT

Perrysburg, OH 43551

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CRD#: 4537321

Professional summary

Phillip Edward Bollin, CFP®, who also goes by Phillip E. Bollin, is a registered financial advisor currently at BOLLIN WEALTH MANAGEMENT, LLC located in Perrysburg, Ohio.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Phillip has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Social Security Planning

Retirement Planning

Investment Planning

Retirement Income Management

Inheritance

Estate Planning

Business Succession Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

AUM

Business Owners

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Phillip E. Bollin

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.

Co-owner of Two Titans Properties, LLC (non-investment related), a commercial real estate business located at 842 W. South Boundary St. Perrysburg, OH 43551 since October of 2018. Collecting rent, paying bills and maintenance activities take approximately ten (10) to fifteen (15) hours a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Edward Bollin'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: 2008

Experience

Current

June 22, 2009 - Present

BOLLIN WEALTH MANAGEMENT, LLC

Office #1: 842 W. South Boundary St., Perrysburg, OH 43551

RIA

CRD#: 150396

Perrysburg, OH

Past

April 26, 2010 - July 1, 2011

MPM WEALTH ADVISORS

RIA

CRD#: 104926

HOLLAND, OH

Past

March 7, 2007 - November 2, 2007

EPLANNING SECURITIES, INC.

CRD#: 46000

ROSEVILLE, CA

Past

November 29, 2004 - June 22, 2009

MPM WEALTH ADVISORS

RIA

CRD#: 104926

MAUMEE, OH

Past

November 26, 2004 - March 22, 2007

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

MAUMEE, OH

Past

October 11, 2002 - December 10, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

TOLEDO, OH

Past

August 8, 2002 - December 10, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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

Michigan
(1/5/2011)

IAR

Ohio
(6/22/2009)

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

IAR

Series 66

Date: 8/26/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/2002

General Securities Representative Examination

Current Firm

BOLLIN WEALTH MANAGEMENT, LLC

BOLLIN WEALTH MANAGEMENT | BOLLIN, PHILLIP EDWARD | BOLLIN WEALTH MANAGEMENT, LLC

CRD#: 150396 / SEC#:

Michigan

Registered Investment Advisory firm - (10/8/2010 Approved)

Ohio

Registered Investment Advisory firm - (6/8/2009 Approved)

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Contact information

Main Address

842 W. South Boundary St., Perrysburg, OH 43551

Mailing Address

Phone number

(419) 878-3934

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 70,200,000

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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Phillip E. Bollin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Edward Bollin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLLIN WEALTH MANAGEMENT, LLC

MPM WEALTH ADVISORS

EPLANNING SECURITIES, INC.

MPM WEALTH ADVISORS

KESTRA INVESTMENT SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2002

Series 7

Date: 8/7/2002

Current Firm

BOLLIN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOLLIN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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