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Stephen H Wank

ZELMAN CAPITAL, LLC·BEACHWOOD, Ohio
SIE, Series 7, Series 14, Series 24, Series 28, Series 79TO, Series 99TOClean recordZELMAN CAPITAL, LLC
3333 RICHMOND RD, BEACHWOOD, OH 44122CRD# 5062089Firm CRD# 164182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen H Wank · BEACHWOOD, OH
Registration
CRD #5062089 · ZELMAN CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 28
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ZELMAN CAPITAL, LLC
CRD 164182 · SEC 802-110133
AUM
$227M
Regulatory assets under management
Services offered by ZELMAN CAPITAL, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ZELMAN CAPITAL, LLC →
Introduction

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04

Frequently Asked Questions

What services does Stephen H Wank offer?
Stephen H Wank specializes in Retirement Planning. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Stephen H Wank's credentials?
Stephen H Wank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen H Wank located?
Stephen H Wank is based in BEACHWOOD, Ohio, working with ZELMAN CAPITAL, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Stephen H Wank charge for services?
Stephen H Wank's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZELMAN CAPITAL, LLC?
ZELMAN CAPITAL, LLC is a registered investment adviser with the SEC, managing $227M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at ZELMAN CAPITAL, LLC

Ivy Lynne Zelman
BEACHWOOD, OH
David Scott Zelman
BEACHWOOD, OH

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