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Jeff Edward Rovnak

SIGNAL TREE FINANCIAL PARTNERS LLC·COPLEY, Ohio
Clean recordSIGNAL TREE FINANCIAL PARTNERS LLC
840 ROTHROCK ROAD, COPLEY, OH 44321CRD# 3275236Firm CRD# 311871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeff Edward Rovnak · COPLEY, OH
Registration
CRD #3275236 · SIGNAL TREE FINANCIAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeff Edward Rovnak is a registered financial advisor based in COPLEY, Ohio, affiliated with SIGNAL TREE FINANCIAL 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
SIGNAL TREE FINANCIAL PARTNERS LLC
SIGNAL TREE FINANCIAL PARTNERS LLC
AUM
$135M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SIGNAL TREE FINANCIAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3275236
Firm CRD# 311871
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeff Edward Rovnak offer?
Jeff Edward Rovnak specializes in Financial Planning, Investment Management. Contact their office in COPLEY, Ohio for a consultation.
What are Jeff Edward Rovnak's credentials?
Jeff Edward Rovnak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Edward Rovnak located?
Jeff Edward Rovnak is based in COPLEY, Ohio, working with SIGNAL TREE FINANCIAL PARTNERS LLC. Their office serves clients in the COPLEY metropolitan area and surrounding communities.
How does Jeff Edward Rovnak charge for services?
Jeff Edward Rovnak'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 SIGNAL TREE FINANCIAL PARTNERS LLC?
SIGNAL TREE FINANCIAL PARTNERS LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIGNAL TREE FINANCIAL PARTNERS LLC

Thomas C Rumsey
COPLEY, OH

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Research
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