Investments For You, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Marysville, Ohio
CRD number
29257
Registered since
December 18, 1991

Firm profile

FINTRX

Overview

Investments For You, Inc. is organized as a corporation and has been SEC-registered since 1991. The firm is owned by an individual and is listed in the data as an unclassified advisory entity. The profile shows it is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Other operational details typically used to describe client focus, fee models, and advisory activities were not provided in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Susan Lykins

    Office ManagerCRD 5539584

  • Earl Borders

    Earl Borders

    Registered RepresentativeCRD 1937281

  • Max Bingman

    Max Bingman

    FounderCRD 1079183

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Marysville, OH

Union

Location

Marysville, OH

Headquartered in Marysville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Union
Address
1040 N Maple St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth