MS
Michael D. Stoner
TRUE NORTH FINANCIAL ADVISORS
Hilliard, OH 43026
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CRD#: 6755152
MS
Professional summary
Michael Doyle Stoner, CFP® is a registered financial advisor currently at TRUE NORTH FINANCIAL ADVISORS, LLC located in Hilliard, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 1 firm .
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.
Stoner Professional Services, LLC; investment related: No; Location of the business: 3940 Lyman Drive, Hilliard, OH 43026; Description of the business: Consulting business ; Position Title: President; Responsibilities Duties: My primary client is a small family office which I oversee and provide advice to the family and its business holdings. Oversight includes accounting, business advice for private, small business holdings of the family office, investment advice (but no custody of assets or trades are made), legal, insurance, tax and ad hoc business issues. The family office has a separate RIA that manages all assets, makes recommendations, executes trades, etc. ;
Start date with business: 2006-07-01; Hours devoted to business during trading hours: 40; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 55.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Doyle Stoner'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®
Start date: 2016
Experience
Current
March 20, 2017 - Present
TRUE NORTH FINANCIAL ADVISORS, LLC
Office #1: 3940 Lyman Drive, Hilliard, OH 43026RIA
CRD#: 287463
Hilliard, 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(3/20/2017)
Exams
Current Firm
TN
TRUE NORTH FINANCIAL ADVISORS, LLC
TRUE NORTH FINANCIAL ADVISORS, LLC
CRD#: 287463 / SEC#:
Ohio
Registered Investment Advisory firm - (3/20/2017 Approved)Texas
Registered Investment Advisory firm - (11/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3968 Brown Park Dr Ste A, Hilliard, OH 43026
Mailing Address
Phone number
(614) 205-3389
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 129 |
| AUM (Assets Under Management) | $ 40,601,243 |
Red Flags
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