Unclaimed Profile

Laura Lynn Sternheimer

CIRRUS WEALTH MANAGEMENT, LLC·CLEVELAND, Ohio

SIE, Series 7, Series 24, Series 63CFPClean record23 years registeredCIRRUS WEALTH MANAGEMENT, LLC

6060 ROCKSIDE WOODS BLVD, CLEVELAND, OH 44131CRD# 2518943Firm CRD# 282108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laura Lynn Sternheimer · CLEVELAND, OH

Registration

CRD #2518943 · CIRRUS WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Jun 2023 – present

CIRRUS WEALTH MANAGEMENT

Mar 2016 – Oct 2023

CLEVELAND, OH

REHMANN FINANCIAL

Jul 2011 – Jul 2016

WESTLAKE, OH

DAWSON WEALTH MANAGEMENT

Mar 2008 – Mar 2010

CLEVELAND, OH

MULTI-FINANCIAL SECURITIES CORPORATION

Apr 2006 – Mar 2010

CLEVELAND, OH

MML INVESTORS SERVICES, INC.

May 2003 – Feb 2006

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · May 15, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CIRRUS WEALTH MANAGEMENT, LLC

CRD 282108 · SEC 801-107369

AUM

$298M

Regulatory assets under management

Employees

717 client accounts

Services offered by CIRRUS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CIRRUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Laura Lynn Sternheimer offer?

Laura Lynn Sternheimer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Laura Lynn Sternheimer's credentials?

Laura Lynn Sternheimer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Laura Lynn Sternheimer located?

Laura Lynn Sternheimer is based in CLEVELAND, Ohio, working with CIRRUS WEALTH MANAGEMENT, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Laura Lynn Sternheimer charge for services?

Laura Lynn Sternheimer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CIRRUS WEALTH MANAGEMENT, LLC?

CIRRUS WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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