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Carl Justin Tippit

HARTLAND & CO·CLEVELAND, Ohio
Clean recordHARTLAND & CO
1100 SUPERIOR AVE EAST, SUITE 1616, CLEVELAND, OH 44114CRD# 4446959Firm CRD# 105674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Justin Tippit · CLEVELAND, OH
Registration
CRD #4446959 · HARTLAND & CO
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl Justin Tippit is a registered financial advisor based in CLEVELAND, Ohio, affiliated with HARTLAND & CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
CLEARSTEAD ADVISORS, LLC
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
AUM
$22.4B
Regulatory assets under management
Employees
190
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
Regulatory
SEC/IARD CRD# 4446959
Firm CRD# 105674
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Justin Tippit offer?
Carl Justin Tippit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Carl Justin Tippit's credentials?
Carl Justin Tippit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Justin Tippit located?
Carl Justin Tippit is based in CLEVELAND, Ohio, working with HARTLAND & CO. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Carl Justin Tippit charge for services?
Carl Justin Tippit's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under advisement or flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARTLAND & CO?
HARTLAND & CO has approximately 190 employees and manages $22.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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