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Curtis Uhlenhake
Wealth Management Intern at Budros, Ruhlin & Roe, Inc.
Curtis Uhlenhake is a financial professional who has progressed in his career since his time as a Wealth Management Intern at Budros, Ruhlin & Roe, Inc. He graduated from The Ohio State University in 2021.14 After graduation, he continued working at Budros, Ruhlin & Roe, Inc. as a Wealth Management Administrator.13
Currently, Curtis Uhlenhake, CFP® (Certified Financial Planner) is associated with McGillivary & Ippisch Wealth Advisors, which is affiliated with Raymond James Financial Services, Inc..24 He began his career in financial planning at Corient before moving to the Dayton area.4
Curtis has held various roles in the financial industry, including:
- Associate Wealth Manager
- Wealth Management Administrator
- Wealth Management Intern
- Finance and Accounting Intern5
His experience spans across wealth management and financial planning, indicating a career progression in the financial services sector.