LG
Lori A. Gross
WELLNESS INVESTMENT ADVISERS LLC
Troy, OH 45373
Some features on this profile are disabled
CRD#: 6694430
LG
Professional summary
Lori Alyssa Gross is a registered financial advisor currently at WELLNESS INVESTMENT ADVISERS LLC located in Troy, Ohio.
Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lori has worked at 1 firm and has passed the Series 65 exam.
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.
Lori Gross is an insurance agent with Outlook Financial Center. She spends approximately 50% of her time in this role.
CRS (Client Relationship Summary) - RIA
Click below to view Lori Alyssa Gross'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
August 17, 2016 - Present
WELLNESS INVESTMENT ADVISERS LLC
Office #1: 305 Public Square Se Second Floor Suite #4, Troy, OH 45373RIA
CRD#: 282042
Troy, 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(8/17/2016)
Current Firm
WI
WELLNESS INVESTMENT ADVISERS LLC
WELLNESS INVESTMENT ADVISERS LLC
CRD#: 282042 / SEC#:
Ohio
Registered Investment Advisory firm - (1/4/2016 Approved)Texas
Registered Investment Advisory firm - (11/17/2015 Conditional Restricted)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
Piqua, OH
Mailing Address
Phone number
(937) 552-9990
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 153,625 |
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.
