Shawn Ballinger has been Managing Member and Chief Compliance Officer of Columbus Street Wealth Management since April 2019, is a control person of the firm and directly owns 75% or more of it. Shawn Ballinger holds a Bachelor of Science in Finance from Franklin University.
Columbus Street Wealth Management, LLC is a Dublin, OH firm with $145M under management, 82 clients and 1 adviser in one office, as of its September 2026 filing.
Shawn Ballinger is the founder of Columbus Street Wealth Management. He founded the firm in 2019 and has roughly two decades of experience working with high-net-worth families. Before launching it, he served as a Wealth Manager at Budros, Ruhlin & Roe and as a Senior Planner at Waller Financial Planning Group, and he began his career at Nationwide Financial.
Shawn Ballinger’s longest registration is the current one, 7 years at Columbus Street Wealth Management since 2019. Before joining Columbus Street Wealth Management in 2019, Shawn Ballinger was registered through Budros, Ruhlin & Roe, Inc. and Waller Financial Planning Group, Inc.
- – present · 7 yearsDublin, OH · Adviser representative · Firm CRD 301788
- Budros, Ruhlin & Roe, Inc.– · 4 yearsColumbus, OH · Adviser representative · Firm CRD 106536
- Waller Financial Planning Group, Inc.– · under a yearColumbus, OH · Adviser representative · Firm CRD 159564
- Waller Financial Planning Group Inc– · 3 yearsColumbus, OH · Adviser representative · Firm CRD 105814
Professional designations
Listed by Columbus Street Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Shawn Ballinger is registered as an investment adviser representative in 2 states. The first approvals date from May 2019; the most recent is Texas, in May 2026.
- OhioSince 1 May 2019
- TexasSince 12 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 2011 |
| Series 7 | General Securities Representative Examination | 17 November 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 October 2000 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Shawn Richard Ballinger
- CRD
- 4279047
- Firm
- Columbus Street Wealth Management · CRD 301788
- Role
- Managing Member and Chief Compliance Officer
- Office
- 5650 BLAZER PARKWAY, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- columbusstreetwealth.com
Where does Shawn Ballinger work?
Shawn Ballinger has been Managing Member and Chief Compliance Officer of Columbus Street Wealth Management, LLC since April 2019, and is a control person of the firm.
Is Shawn Ballinger a financial advisor?
Yes. Shawn Ballinger has a current investment-adviser registration in Ohio and Texas, through Columbus Street Wealth Management since May 2019.
How many years of experience does Shawn Ballinger have?
Shawn Ballinger has 16 years in the financial industry, since February 2010, across 4 adviser firms.
What exams has Shawn Ballinger passed?
Shawn Ballinger has passed 3 licensing exams: the Series 6, Series 7 and Series 63. The earliest, the Series 6, was passed in October 2000.
Where did Shawn Ballinger work before Columbus Street Wealth Management?
Before Columbus Street Wealth Management, Shawn Ballinger was registered through Budros, Ruhlin & Roe, Inc., June 2014 to February 2019; Waller Financial Planning Group, Inc., January 2012 to October 2012; Waller Financial Planning Group Inc, April 2008 to April 2012.
Where is Shawn Ballinger based?
Shawn Ballinger’s registered office is in Dublin, OH.
Is Shawn Ballinger registered with FINRA?
No. Shawn Ballinger has no current broker registration.
Is Shawn Ballinger a CFP?
Columbus Street Wealth Management lists Shawn Ballinger with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Shawn Ballinger’s record?
Search CRD 4279047 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawn Ballinger’s full registration record.