BBB Business Review
BBB Accredited Business since 10/01/1997
Brickler Wealth Management, Inc.
Phone: (937) 439-1232Fax: (937) 439-6300View Additional Phone Numbers7031 Corporate Way Ste 100, Centerville, OH 45459www.brickler.com
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BBB Accreditation
A BBB Accredited Business since 10/01/1997
BBB has determined that Brickler Wealth Management, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Brickler Wealth Management, Inc.'s rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topLicensing
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 Department of Insurance2100 Stella Ct
Columbus, OH43215
(800) 686-1526
http://www.ohioinsurance.gov
Secretary of State
30 E. Broad Street,state Office Tower,14th Floor
Columbus, OH43266
(614) 466-3910
BBB records show a license number of 57403 for this company, issued by Ohio Department of Insurance. Their web address is http://www.ohioinsurance.gov.
Type: Department of InsuranceBBB records show a license number of 1358621 for this company, issued by Secretary of State.
Type: unknownType of Entity
Corporation
Incorporated: January 2003, OH
Contact Information
Principal: Mr. Shawn Brickler (CFP, EA, President)Mr. Jack Brickler (Owner/CLU)Number of Employees
5
Business Category
Investment Securities, Investment Advisory Service
Products & Services
This company offers financial consulting.
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, BBBOnLine.Industry Tips
BBBTips on Saving and InvestingInvestor Alert! Beware of Companies Offering Quick Riches Selling Precious Metals and Other Commodities
Faith-Based Investment Scams on the Rise
Investors Warned Not to Risk Homes to Buy Securities
Looking for Sound Financial Advice for Your Business?
Selecting a Financial Planner
Steps to Starting Your Own Business
When Investing Protect Your Money: Check out Brokers and Advisers
LocationsX
1 Locations
-
7031 Corporate Way Ste 100
Centerville, OH 45459(937) 439-1232
(888) 439-1232Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Dayton and the Miami Valley. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Brickler Wealth Management, Inc. is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Investment Securities
BBBTips on Saving and InvestingInvestor Alert! Beware of Companies Offering Quick Riches Selling Precious Metals and Other Commodities
Faith-Based Investment Scams on the Rise
Investors Warned Not to Risk Homes to Buy Securities
Looking for Sound Financial Advice for Your Business?
Selecting a Financial Planner
Steps to Starting Your Own Business
When Investing Protect Your Money: Check out Brokers and Advisers
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.