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Frank Patrick Cunnane

WEALTH BUILDERS CONSULTING GROUP, INC.·CHARDON, Ohio
SIE, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredWEALTH BUILDERS CONSULTING GROUP, INC.
113 NORTH HAMBDEN STREET, CHARDON, OH 44024CRD# 1513954Firm CRD# 173630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank Patrick Cunnane · CHARDON, OH
Registration
CRD #1513954 · WEALTH BUILDERS CONSULTING GROUP, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

AMERIPRISE FINANCIAL SERVICES, LLC
Aug 2023 – present
MASTERS CONSULTING GROUP
Jan 2015 – Sep 2023
CHARDON, OH
LPL FINANCIAL LLC
Nov 2011 – Sep 2023
CHARDON, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Dec 2007 – Dec 2011
CHARDON, OH
WACHOVIA SECURITIES, LLC
Jul 2003 – Dec 2007
PEPPER PIKE, OH
PRUDENTIAL SECURITIES INCORPORATED
Dec 2000 – Jul 2003
MAYFIELD HEIGHTS, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 14, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH BUILDERS CONSULTING GROUP, INC.
CRD 173630 · SEC 801-120908
AUM
$129M
Regulatory assets under management
Employees
5
452 client accounts
Services offered by WEALTH BUILDERS CONSULTING GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH BUILDERS CONSULTING GROUP, INC. →
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05

Frequently Asked Questions

What services does Frank Patrick Cunnane offer?
Frank Patrick Cunnane specializes in Financial Planning, Investment Management. Contact their office in CHARDON, Ohio for a consultation.
What are Frank Patrick Cunnane's credentials?
Frank Patrick Cunnane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Patrick Cunnane located?
Frank Patrick Cunnane is based in CHARDON, Ohio, working with WEALTH BUILDERS CONSULTING GROUP, INC.. Their office serves clients in the CHARDON metropolitan area and surrounding communities.
How does Frank Patrick Cunnane charge for services?
Frank Patrick Cunnane's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH BUILDERS CONSULTING GROUP, INC.?
WEALTH BUILDERS CONSULTING GROUP, INC. has approximately 5 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
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