Childs Investment Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Childs Investment Group provides financial planning and advisory services to families and high‑net‑worth individuals as well as to entities including trusts, estates, corporations, pension and profit‑sharing plans, and charitable organizations. The firm currently does not manage client securities, reports no assets under management, and does not take custody of client funds.
The firm develops tailored financial plans using fundamental analysis and considers factors such as risk tolerance, investment horizon, liquidity needs, tax considerations and other client‑specific issues, and will coordinate with other professionals when requested. Childs does not exercise investment discretion over client accounts; implementation is performed through the client’s chosen broker‑dealer or recommended third‑party advisers, and plan reviews are conducted when portfolios are formulated or when market or client circumstances change.
Noteworthy distinctions include that the firm’s advisory representatives also serve as registered representatives of a broker‑dealer and as licensed insurance agents, the firm provides pension consulting and hosts educational seminars, and it charges fixed or hourly planning fees rather than relying on percentage‑of‑assets fees. These implementation and compensation arrangements can lead to referrals to broker‑dealers or third‑party managers, a potential conflict the firm discloses and says it manages through client choice and disclosure.
Client services
Expertise
Fee options
Fixed fee for financial planning services, amount varies by complexity
Commissions may be earned if implementing plans through affiliated broker-dealer or insurance products
$250 - $300 per hour
Fee-only: Fixed fees based on complexity of financial plan; hourly fees $250 - $300 per hour
Main office
219 N Defiance St
Archbold OH 43502
Advisors at this office
3
Most active in
Ohio
Also doing business as
Childs And Childs Investment Advisory Services Inc. · Childs Investment Group, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ned W
Series 63, Series 65
Archbold, OH
Childs Investment Group, Inc.
Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.
Kirk W
Series 66
Archbold, OH
Childs Investment Group, Inc.
Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.
Michael C
Series 63, Series 66
Archbold, OH
Childs Investment Group, Inc.
Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.
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