Christian Rether

The Pension Group

15 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

The Pension Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

568 clients

Average Client Portfolio

$250K average

Assets Under Management

$142.0M

Fee Structure

Minimum Investment:$100K

Location

700 Stonehenge Parkway, Suite B, Dublin, OH, 43017

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

The Pension Group

February 2025 - Present · 1 yr

Previous Registrations

J.P. Morgan Securities LLC

January 2020 - September 2022 · 2 yrs 8 mos

J.P. Morgan Securities LLCBroker

January 2020 - September 2022 · 2 yrs 8 mos

Ameriprise Financial Services, INC.

August 2018 - January 2020 · 1 yr 5 mos

Ameriprise Financial Services, INC.Broker

August 2018 - January 2020 · 1 yr 5 mos

Edward Jones

June 2013 - August 2018 · 5 yrs 2 mos

Edward JonesBroker

June 2013 - August 2018 · 5 yrs 2 mos

MML Investors Services, LLCBroker

August 2010 - May 2013 · 2 yrs 9 mos

MML Investors Services, LLC

August 2010 - May 2013 · 2 yrs 9 mos

Jpmorgan Distribution Services, INC.Broker

February 2009 - June 2010 · 1 yr 4 mos

Bisys Fund Services Limited PartnershipBroker

May 2000 - July 2001 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.