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Multi-Family OfficeRIA · CRD 121365State-Registered Investment Adviser

Updated:

Gianola Financial Planning, LLC

Gianola Financial Planning, LLC is a state-registered investment adviser in Worthington, OH. It has 6 employees and 3 registered investment advisers.

Overview

Gianola Financial Planning, LLC is a state-registered investment adviser in Worthington, OH. It has 6 employees and 3 registered investment advisers. The firm is based in Worthington.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Sector focus

Financial ServicesWealth ManagementEstate Planning

Frequently asked questions

How can potential clients verify Gianola Financial Planning's regulatory status?

The firm or state regulator as an RIA, which requires filing Form ADV. This document contains investment strategy details, AUM, and disciplinary history—accessible via the SEC's Investment Adviser Public Disclosure (IAPD) database (SEC guidelines).

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