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Credentials
Series 66
Experience Industry experience
22 years
Location
Dover, OH 44622
The huntington Investment company
Enterprise
Steven Worsham is a financial advisor with The Huntington Investment Company in Dover, OH, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2008 and was previously with Ameriprise Financial Services, LLC. Outside of his advisory work, he owns and operates an online postage stamp business. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an open-architecture investment model combining third-party strategies with proprietary Private Bank offerings, delivering services through various wrap-fee programs on the Envestnet MAS platform.
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.
Dover, OH Dover City Banking Office
Dover City Banking Office, 232 West Third St.
Dover OH 44622
Advisors at this office
4
Indiana · Ohio · Pennsylvania · Texas
22 years of industry experience
Ameriprise Financial Services, LLC
2026 - Present • 1 year
Dover, OH
The huntington Investment company
2008 - Present • 18 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 65
Dover, OH
Hindman Financial, LLC
Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.
CFP®, CFA®, Series 66
New Philadelphia, OH
Rea Wealth Management
Douglas Feller is a CFP® and CFA® with 23 years of industry experience. He has been with Rea Wealth Management and Commonwealth Financial Network since 2002. Outside of his advisory role, he is a co-owner of Rea Real Estate, Ltd., which manages commercial real estate in Ohio. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolio management, financial planning, and mutual fund asset-allocation services through a team of 11 advisors.
Series 66
New Philadelphia, OH
Rea Wealth Management
Thomas Schrock is a financial advisor at Rea Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has been with Rea Wealth Management and Commonwealth Financial Network since 2019. Prior to that, he worked at MAI Capital Management, LLC from 2014 to 2018. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, utilizing both customized portfolios and model-based allocations across equity and fixed-income strategies.
Series 63, Series 65
New Philadelphia, OH
Rea Wealth Management
Douglas Bambeck is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Rea Wealth Management and Commonwealth Financial Network since 1998. Bambeck serves as a board member for FFD Financial Corp, a publicly traded holding company for First Federal Community Bank, where he reviews financials and advises on operational procedures. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.
Series 63, Series 66
New Philadelphia, OH
Rea Wealth Management
Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Rea Wealth Management and Commonwealth Financial Network since 2017. Outside of advising, he co-owned a floral and event design business from 2016 to 2020. Rea Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers personalized asset management and financial planning services, utilizing a range of investment strategies and programs through an 11-advisor team.
CFP®, ChFC®, Series 63, Series 65
New Philadelphia, OH
Rea Wealth Management
Matthew Campbell is a CFP® and ChFC® with 25 years of industry experience. He has worked at Rea Wealth Management and CommonWealth Financial Network since 2000. Outside of his advisory role, he is co-owner of Rea Real Estate, Ltd., a commercial real estate management entity in Ohio. Rea Wealth Management is an SEC-registered, multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers tailored financial planning and asset management services, utilizing a mix of equity and fixed-income strategies along with mutual fund asset-allocation models to align portfolios with clients’ goals and risk tolerance.
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