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Benjamin D

Series 65

New Albany, OH

Columbus Investment Advisory Inc.

Benjamin Desatnik is a financial advisor at Columbus Investment Advisory Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Dick's Sporting Goods for five years before joining the advisory field. Columbus Investment Advisory, Inc. provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm uses proprietary fundamental research focusing on undervalued stocks and prefers individual short-to-intermediate maturity bonds, emphasizing transparency and defined maturities.

Active portfolio management Tax-loss harvesting Founder/Business Owner
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Kris H

Series 65

New Albany, OH

Columbus Investment Advisory Inc.

Kris Herminghuysen is a Series 65-licensed advisor at Columbus Investment Advisory Inc. with eight years at the firm and a total of 15 years of industry experience, including a decade as a self-employed financial professional. Based in New Albany, OH, he is part of a five-advisor team. Columbus Investment Advisory provides discretionary portfolio management services primarily to individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm’s investment approach relies on proprietary fundamental research to identify undervalued stocks and emphasizes individual bonds for fixed-income allocations.

Active portfolio management Tax-loss harvesting Founder/Business Owner
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Jordan L

Series 65

New Albany, OH

Columbus Investment Advisory Inc.

Jordan Lindh is a financial advisor at Columbus Investment Advisory Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Nationwide Investment Services Corporation. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm employs a proprietary fundamental research process focused on undervalued stocks and investment-grade bonds, managing approximately $405 million in client assets across about 95 client relationships.

Active portfolio management Tax-loss harvesting Founder/Business Owner
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John D

Series 65

New Alany, OH

Columbus Investment Advisory Inc.

John Dosen is a financial advisor at Columbus Investment Advisory Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterhouseCoopers. Outside of finance, he has experience working in education and landscaping. Columbus Investment Advisory, Inc. provides discretionary portfolio management for individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm employs fundamental research for investment decisions, focusing on stocks trading at significant discounts to target prices and emphasizes transparency and risk controls in portfolio construction.

Active portfolio management Tax-loss harvesting Founder/Business Owner
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H J

Series 63

New Albany, OH

Columbus Investment Advisory Inc.

H Juckett is a financial advisor at Columbus Investment Advisory Inc. with 6 years of industry experience. He holds the Series 63 designation and has been with Columbus Investment Advisory since 2011. The firm provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. Columbus Investment Advisory manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds.

Active portfolio management Tax-loss harvesting Founder/Business Owner
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