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BBB Reliability Report for

Wealth Management Solutions LLC


A BBB Accredited business since 02/23/2007.

BBB Rating A



Ratings ExplanationEnd Business Review Header
BBB issues Reliability Reports on all businesses, whether or not they are BBB accredited. If a business is a BBB Accredited Business, it is stated in this report.

Find out more about Wealth Management Solutions LLC:

Arrow BBB Accreditation
Arrow BBB Rating
Arrow Business Contact and Profile
Arrow Business Management
Arrow Licensing
Arrow Customer Complaint History
Arrow BBB Program Participation
Arrow Government Actions
Arrow Advertising Review
Arrow BBB Copyright and Reporting Policy

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BBB Accreditation

Wealth Management Solutions LLC has been a BBB Accredited business since February 2007. This means it supports BBB's services to the public and meets our BBB Accreditation standards.


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BBB Rating for Wealth Management Solutions LLC

Based on BBB files, Wealth Management Solutions LLC has a BBB Rating of A on a scale from A+ to F.

Reasons for this rating include:
  • Length of time business has been operating.

Click here for an explanation of BBB Ratings


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Business Contact and Profile for Wealth Management Solutions LLC

Name: Wealth Management Solutions LLC
Phone: (614) 942-1300
Address: 575 Charring Cross Dr Ste 100
Westerville, OH 43081-4965
Google Map
Website: www.wmsllc.net
Original Business Start Date: May 2005
Principal: Mr. Scott Nicholson, President
Customer Contact: Mr. Scott Nicholson, President
Entity: Limited Liability Corporation
Incorporated: October 2005, OH
Type of Business: Financial Consultants, Dental Insurance Agencies, Estate Planning Management Companies, Financial Services, Health Insurance Companies, Insurance Consultants, Life Insurance Companies
BBB Accreditation: Wealth Management Solutions LLC is a BBB Accredited business.

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Business Management

Additional company management personnel include:

Mr. Rick DeTillio - CEO
Mr. Tim Whipkey - CFO
Ms. Angela Berry - COO
Mr. W. Brad Montgomery - Licensed Registered Representative
Mr. Thomas L. Costantiello - Licensed Registered Representative

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Licensing for Wealth Management Solutions LLC

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Ohio Insurance Department
50 W. Town St. Third Floor - Suite 300
Columbus, OH 43215
(614) 644-2658
http://www.ohioinsurance.gov

BBB records show a license number of 10136 for this company, issued by Ohio Insurance Department. Their web address is http://www.ohioinsurance.gov.

BBB records show a license number of 37088 for this company, issued by Ohio Insurance Department. Their web address is http://www.ohioinsurance.gov.

BBB records show a license number of 274206 for this company, issued by Ohio Insurance Department. Their web address is http://www.ohioinsurance.gov.

BBB records show a license number of 58958 for this company, issued by Ohio Insurance Department. Their web address is http://www.ohioinsurance.gov.

BBB records show a license number of 21189 for this company, issued by Ohio Insurance Department. Their web address is http://www.ohioinsurance.gov.

BBB records show a license number of 1399 for this company, issued by Ohio Insurance Department. Their web address is http://www.ohioinsurance.gov.



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Customer Complaint History for Wealth Management Solutions LLC

BBB processed a total of 0 complaints about Wealth Management Solutions LLC in the last 36 months, our standard reporting period.



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BBB Program Participation

This company has agreed to use special procedures including arbitration, if necessary, to resolve disputes through their participation in the following programs: BBB Identification, BBB Care.

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Government Actions

BBB has no information regarding government actions at this time.


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Advertising Review

BBB has no information regarding advertising review at this time.


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BBB Copyright and Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Reliability Reports are provided solely to assist you in exercising your own best judgment. Information in this BBB Reliability Report is believed reliable, but not guaranteed as to accuracy.

BBB Reliability Reports generally cover a three-year reporting period. BBB Reliability Reports are subject to change at any time.

If you choose to do business with Wealth Management Solutions LLC, please let them know that you contacted BBB for a BBB Reliability Report.

ID: 70010127
Report as of November 8, 2009 02:10
Copyright© 2009 Better Business Bureau


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