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Credentials
Series 66
Experience Industry experience
23 years
Location
Newark, OH 43055
The huntington Investment company
Enterprise
Shad Tyson is a Series 66-licensed financial advisor with The Huntington Investment Company in Newark, OH, with 23 years of industry experience. He has been with The Huntington Investment Company since 2002 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, using an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies.
Based on The huntington Investment company
Based on The huntington Investment company
$0 - $250,000: Foundations Program: 1.50% $250,001 - $400,000: Foundations Program: 1.35% $400,001 - $650,000: Foundations Program: 1.20% $650,001 - $1,150,000: Foundations Program: 1.00% $1,150,001 - $4,150,000: Foundations Program: 0.85% $4,150,001+: Foundations Program: 0.75% $0 - $100,000: GPS Select Program: 1.50% $100,001 - $250,000: GPS Select Program: 1.35% $250,001 - $500,000: GPS Select Program: 1.20% $500,001 - $1,000,000: GPS Select Program: 1.00% $1,000,001 - $4,000,000: GPS Select Program: 0.85% $4,000,001 - $7,000,000: GPS Select Program: 0.75% $7,000,001+: GPS Select Program: 0.65% $0 - $100,000: GPS Wrap Strategist Program: 1.50% $100,001 - $250,000: GPS Wrap Strategist Program: 1.35% $250,001 - $500,000: GPS Wrap Strategist Program: 1.20% $500,001 - $1,000,000: GPS Wrap Strategist Program: 1.00% $1,000,001 - $4,000,000: GPS Wrap Strategist Program: 0.85% $4,000,001 - $7,000,000: GPS Wrap Strategist Program: 0.75% $7,000,001+: GPS Wrap Strategist Program: 0.65% $0 - $100,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.75% $100,001 - $250,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.60% $250,001 - $500,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.45% $500,001 - $1,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.25% $1,000,001 - $4,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.10% $4,000,001 - $7,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.00% $7,000,001+: GPS Total Asset Allocation and Multi-Manager Accounts: 0.85% $0 - $250,000: GPS Premier Separate Account: 2.00% $250,001 - $500,000: GPS Premier Separate Account: 1.75% $500,001 - $1,000,000: GPS Premier Separate Account: 1.50% $1,000,001 - $4,000,000: GPS Premier Separate Account: 1.35% $4,000,001 - $8,000,000: GPS Premier Separate Account: 1.10% $8,000,001+: GPS Premier Separate Account: 0.90% $0 - $250,000: GPS Premier Separate Account Manager-Equity: 1.50% $250,001 - $500,000: GPS Premier Separate Account Manager-Equity: 1.25% $500,001 - $1,000,000: GPS Premier Separate Account Manager-Equity: 1.15% $1,000,001 - $4,000,000: GPS Premier Separate Account Manager-Equity: 1.00% $4,000,001 - $8,000,000: GPS Premier Separate Account Manager-Equity: 0.85% $8,000,001+: GPS Premier Separate Account Manager-Equity: 0.70% $0 - $1,000,000: PWC Program: 1.00% $1,000,001 - $4,000,000: PWC Program: 0.75% $4,000,001 - $9,000,000: PWC Program: 0.65% $9,000,001+: PWC Program: 0.50% $0 - $1,000,000: GPS Representative as Portfolio Manager: 1.15% $1,000,001 - $2,000,000: GPS Representative as Portfolio Manager: 1.00% $2,000,001 - $5,000,000: GPS Representative as Portfolio Manager: 0.75% $5,000,001 - $10,000,000: GPS Representative as Portfolio Manager: 0.50% $10,000,001+: GPS Representative as Portfolio Manager: 0.40%
Huntington is a registered broker-dealer and offers brokerage services with commissions. Additional brokerage fees apply for accounts not in advisory programs or for transaction charges not covered by wrap fees.
Account minimum: $10,000 (lowest minimum noted in Foundations Program) Minimum fee: GPS TFS Program has a minimum annual account fee of $1,500. Fee-only: Optional overlay services tax overlay and impact overlay fees range from 0.05% to 0.10%, paid to Envestnet, not retained by Huntington.
Newark, OH
Newark Office, 1040 N 21st Street
Newark OH 43055
Advisors at this office
1
Ohio
23 years of industry experience
Ameriprise Financial Services, LLC
2026 - Present • 1 year
Newark, OH
The huntington Investment company
2002 - Present • 24 years
Columbus, OH
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 63
Newark, OH
Van Winkle Wealth Management Group LLC
Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.
CFP®, Series 66
Newark, OH
Belleau Wood Advisors
Jonathan Renner is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Belleau Wood Partners LLC and has prior experience with Merrill Lynch. Belleau Wood Partners LLC is an SEC-registered adviser providing ongoing portfolio management and standalone financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes client-tailored portfolios with written Investment Policy Statements and employs a range of analytic methods, including fundamental, quantitative, and technical analysis.
Series 63, Series 65
Newark, OH
The Retirement Specialist of Central Ohio
Thomas Cantrell is a financial advisor with The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at his current firm since 2014 and is also involved in consulting to insurance agents through Sharp 1, LLC and independent insurance sales with Senior Services Lake & Cook Co. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, as well as self-employed and small business owners, offering discretionary portfolio management, comprehensive financial planning, and subscription-based wealth management services. The firm focuses on developing individualized investment policies and long-term asset allocations using fundamental analysis tailored to client goals and risk tolerance.
Series 63, Series 66
Pataskala, OH
Patriot Asset Advisors, LLC
Jonathan Taylor is a financial advisor with Patriot Asset Advisors, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at Summit Brokerage Services from 2015 to 2018. Taylor also provides life insurance as part of his financial planning services. Patriot Asset Advisors offers investment advisory and financial planning services to individual and high-net-worth clients, featuring a value-oriented investment approach, a proprietary concentrated equity model, and the use of derivatives and option strategies within managed accounts. The firm also conducts educational seminars and workshops for the public and various organizations.
Series 66, Series 65
Pataskala, OH
Patriot Asset Advisors, LLC
Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Patriot Asset Advisors, he worked at Discover Financial Services for six years and currently holds a supervisory role at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing value-oriented asset allocation models and a concentrated proprietary equity portfolio. The firm employs derivatives and option strategies in managed accounts and offers public educational seminars and workshops.
Series 66
Granville, OH
Walden Financial
Joshua Dandurand is a financial advisor at Walden Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation from 2013 to 2022 before founding Dandurand Financial Partners, LLC. Walden Financial provides investment management, financial planning, retirement consulting, and financial coaching to individual clients, pension plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with passive and active strategies, incorporating both fundamental and technical analysis, and offers customizable portfolios including ESG criteria.
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