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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. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining the firm, he worked at Dick's Sporting Goods for five years. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. The firm manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds with laddered 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 financial advisor at Columbus Investment Advisory Inc. with a Series 65 credential and four years of industry experience. He has been with Columbus Investment Advisory since 2018 and was self-employed for ten years prior. 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 approach focused on undervalued stocks and investment-grade bonds, managing a relatively small client base with an emphasis on independence and specific operational practices.

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 with Columbus Investment Advisory Inc. holding a Series 65 credential and three years of industry experience. His prior work includes a role at PriceWaterhouseCoopers in 2021 and various positions outside finance, such as with Morel Landscaping LLC and Ohio State’s McCorkle Aquatic Pavilion. Columbus Investment Advisory, Inc. provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients and charitable foundations. The firm’s investment approach relies on proprietary fundamental research and emphasizes individual bonds over bond funds, with portfolios typically holding 30–40 stocks selected based on valuation and balance-sheet criteria.

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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