RIPPLE EFFECT INVESTMENT STRATEGIES, LLC
Firm details
- Headquarters
- WESTERVILLE, Ohio
- CRD number
- 149271
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1TIMOTHY COOPER
FounderCRD 1221719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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