Momentum Wealth Management- Financial Advisor Columbus, GA

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About Momentum Wealth Management

Momentum Wealth Management has been actively improving the financial lives of individuals and families for years. We are fiduciaries and we believe the financial industry is made better when the advisor is on the same side of the table as the client advising, not selling.

Simply put, your success is our success.

See Disclosures

General Information

Firm Start Year

2018

No. of Employees

Firm CRD#

295689

Advisory Services Provided

Wealth Management, 401K Rollovers, Money Management, Risk Management, Financial Planning for Individuals, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Health, Long Term Care, Annuity, Accident

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890862/paladinregistry-Momentum-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Momentum Wealth Management