Advisor at The huntington Investment company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The huntington Investment company
Location
Madison, OH
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
$0 - $100,000: 1.50% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $100,001 - $150,000: 1.35% (GPS Foundations, GPS Select, GPS Wrap Strategists) $150,001 - $250,000: 1.20% (GPS Foundations, GPS Select, GPS Wrap Strategists) $250,001 - $500,000: 1.00% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $500,001 - $1,000,000: 0.85% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $1,000,001 - $2,000,000: 1.15% first $1,000,000 then 1.00% next $1,000,000 (RPM Program); 1.00% first $2,000,000 (PWC, TFS Programs) $2,000,001 - $3,000,000: 0.75% (PWC, TFS Programs; RPM Program next $3,000,000 at 0.75%) $3,000,001 - $5,000,000: 0.65% (PWC, TFS Programs; RPM Program next $5,000,000 at 0.50%) $5,000,001 - $10,000,000: 0.50% (PWC, TFS Programs; RPM Program next $5,000,000 at 0.50%) $10,000,001+: 0.40% (RPM Program); 0.50% (PWC, TFS Programs) $0 - $250,000: 2.00% (GPS Premier separately managed equity accounts) $250,001 - $500,000: 1.75% (GPS Premier equity accounts) $500,001 - $1,000,000: 1.35% (GPS Premier equity accounts) $1,000,001 - $5,000,000: 1.10% (GPS Premier equity accounts) $5,000,001+: 0.90% (GPS Premier equity accounts) $0 - $250,000: 1.50% (GPS Premier fixed income accounts) $250,001 - $500,000: 1.25% (GPS Premier fixed income accounts) $500,001 - $1,000,000: 1.00% (GPS Premier fixed income accounts) $1,000,001 - $5,000,000: 0.85% (GPS Premier fixed income accounts) $5,000,001+: 0.70% (GPS Premier fixed income accounts)
Account minimum: $10,000 minimum for Foundations Program (lowest minimum mentioned); other program minimums vary from $25,000 to $1,000,000 Minimum fee: $1,500 minimum annual account fee for GPS Tailored Fiduciary Solutions (TFS) Program Fee-only: Yes, fee-only advisory compensation disclosed; no commissions charged for advisory services.
The Huntington Investment Company
2017 - Present (9 years)
LPL Financial LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Ashtabula, OH
Edward Jones
Series 63, Series 65
Concord Twp, OH
Fidelity
Gregory Crissman is Vice President, Wealth Planner at Fidelity Investments. He is responsible for developing, implementing, and monitoring wealth planning strategies for clients and their families. Gregory has over 20 years of experience at Fidelity Investments, having held several roles including Vice President, Financial Consultant; Private Access Relationship Manager; Investor Center Investments Representative; and Customer Service Representative. Prior to joining Fidelity, he worked as a Registered Representative at Vista Financial Group. Outside of his professional responsibilities, Gregory enjoys baseball, family activities, gardening, golf, music, and traveling.
Series 63, Series 65
Concord, OH
Fidelity
Patrick Limbaugh is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2022, initially serving as an Investment Consultant before assuming his current role in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at One America Securities from 2021 to 2022. In his professional capacity, Patrick focuses on developing holistic financial plans tailored to the specific goals and preferences of his clients. His experience spans various aspects of financial consulting and investment advising. Outside of his professional work, Patrick enjoys activities involving family and friends, as well as skiing and traveling.
Series 63
Ashtabula, OH
Edward Jones
Series 63, Series 66
Geneva, OH
Edward Jones
Series 66
Madison, OH
Fidelity
Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.
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