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Karin Maloney Stifler

WALDEN WEALTH PARTNERS, LLC·BEACHWOOD, Ohio
Clean recordWALDEN WEALTH PARTNERS, LLC
3201 ENTERPRISE PARKWAY, SUITE 100, BEACHWOOD, OH 44122CRD# 4927387Firm CRD# 226583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karin Maloney Stifler · BEACHWOOD, OH
Registration
CRD #4927387 · WALDEN WEALTH PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karin Maloney Stifler is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with WALDEN WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WALDEN WEALTH PARTNERS, LLC
WALDEN WEALTH PARTNERS LLC
AUM
$333M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WALDEN WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4927387
Firm CRD# 226583
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karin Maloney Stifler offer?
Karin Maloney Stifler specializes in Financial Planning, Investment Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Karin Maloney Stifler's credentials?
Karin Maloney Stifler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karin Maloney Stifler located?
Karin Maloney Stifler is based in BEACHWOOD, Ohio, working with WALDEN WEALTH PARTNERS, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Karin Maloney Stifler charge for services?
Karin Maloney Stifler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALDEN WEALTH PARTNERS, LLC?
WALDEN WEALTH PARTNERS, LLC has approximately 5 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALDEN WEALTH PARTNERS, LLC

Sarah Ann Hannibal
BEACHWOOD, OH

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