RIPPLE EFFECT INVESTMENT STRATEGIES, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
1

Firm details

Headquarters
WESTERVILLE, Ohio
CRD number
149271
Fee structure
Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Ripple Effect Investment Strategies, LLC is structured as a limited liability company under individual ownership that combines insurance brokerage with financial planning services. The firm operates on a fixed-fee model rather than asset-based fees or commission-driven compensation. Its stated activities emphasize insurance distribution alongside advisory work focused on financial planning; it does not position itself as a pension consultant or as a multi-state adviser, and it is not flagged as an active ESG investor. The firm appears to work with external managers for alternative exposure rather than acting as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • TIMOTHY COOPER

    FounderCRD 1221719

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTERVILLE, OH

DELAWARE

Location

WESTERVILLE, OH

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

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
DELAWARE
Address
884 County Line Rd W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth