PM
Paul W. Manol
STRUCTURED WEALTH MANAGEMENT
Toledo, OH 43617
Some features on this profile are disabled
CRD#: 6175271
PM
Professional summary
Paul William Manol is a registered financial advisor currently at STRUCTURED WEALTH MANAGEMENT, INC. located in Toledo, Ohio.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Paul has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
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.
INTERNATIONAL PRODUCE TRAINING, NON-INVESTMENT RELATED, 209 SOUTH BRADDOCK ST, WINCHESTER, VA 22601, IPT PROVIDES INSTRUCTOR LED AND ON-THE-JOB FRESH PRODUCE INSPECTION TRAINING TO COMPANIES ACROSS THE GLOBE, TRAINING PRODUCE INDUSTRY EMPLOYEES TO THE MOST CURRENT INSPECTION PRACTICES AND UP-TO-DATE DEFECT SCORING GUIDELINES. CONSULTANT/INSTRUCTOR, START 5/1/2013, 20 HRS/MO.
CRS (Client Relationship Summary) - RIA
Click below to view Paul William Manol'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 29, 2021 - Present
STRUCTURED WEALTH MANAGEMENT, INC.
Office #1: 2778 Centennial Road Ste A, Toledo, OH 43617RIA
CRD#: 146611
Toledo, OH
Past
September 23, 2013 - January 31, 2021
BOLLIN WEALTH MANAGEMENT, LLC
RIA
CRD#: 150396
MAUMEE, OH
Past
April 15, 2013 - September 18, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
MAUMEE, OH
Past
April 15, 2013 - September 18, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
MAUMEE, 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".
SW
STRUCTURED WEALTH MANAGEMENT, INC.
18 ADVISOR | SWM TAX | STRUCTURED WEALTH MANAGEMENT, INC.
CRD#: 146611 / SEC#: 801-133861
RIA
Registered Investment Advisory firm - (7/11/2025 Approved)California
Registered Investment Advisory firm - (12/13/2012 Terminated)Michigan
Registered Investment Advisory firm - (8/8/2017 Approved)Ohio
Registered Investment Advisory firm - (3/27/2008 Approved)Texas
Registered Investment Advisory firm - (8/7/2008 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.Highlighted states indicate IAR registrations
IAR
Ohio(1/29/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SW
STRUCTURED WEALTH MANAGEMENT, INC.
18 ADVISOR | SWM TAX | STRUCTURED WEALTH MANAGEMENT, INC.
CRD#: 146611 / SEC#: 801-133861
RIA
Registered Investment Advisory firm - (7/11/2025 Approved)California
Registered Investment Advisory firm - (12/13/2012 Terminated)Michigan
Registered Investment Advisory firm - (8/8/2017 Approved)Ohio
Registered Investment Advisory firm - (3/27/2008 Approved)Texas
Registered Investment Advisory firm - (8/7/2008 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2778 Centennial Road Ste A, Toledo, OH 43617
Mailing Address
Phone number
(419) 517-1227
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 340 |
| AUM (Assets Under Management) | $ 169,000,000 |
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.
