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Carole Jean Weinberg

FINANCIAL PLANNERS OF CLEVELAND, INC.·MAYFIELD HEIGHTS, Ohio
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6095 PARKLAND BLVD., SUITE 210, MAYFIELD HEIGHTS, OH 44124CRD# 2437514Firm CRD# 120086
01

About

Carole Jean Weinberg is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with FINANCIAL PLANNERS OF CLEVELAND, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
FINANCIAL PLANNERS OF CLEVELAND, INC.
NCA FINANCIAL PLANNERS
AUM
$759M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at FINANCIAL PLANNERS OF CLEVELAND, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Other: FEE FOR MONITORING THIRD PARTY MANAGERS
Regulatory
SEC/IARD CRD# 2437514
Firm CRD# 120086
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carole Jean Weinberg offer?
Carole Jean Weinberg specializes in Financial Planning, Investment Management. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.
What are Carole Jean Weinberg's credentials?
Carole Jean Weinberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carole Jean Weinberg located?
Carole Jean Weinberg is based in MAYFIELD HEIGHTS, Ohio, working with FINANCIAL PLANNERS OF CLEVELAND, INC.. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.
How does Carole Jean Weinberg charge for services?
Carole Jean Weinberg's firm is compensated through percentage of aum, subscription fees, other: fee for monitoring third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNERS OF CLEVELAND, INC.?
FINANCIAL PLANNERS OF CLEVELAND, INC. has approximately 22 employees and manages $759M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MAYFIELD HEIGHTS
David William Kuhr — SAFEGUARD SECURITIES, INC.Kevin Howard Myeroff — FINANCIAL PLANNERS OF CLEVELAND, INC.Dennis Patrick Lehman — FINANCIAL PLANNERS OF CLEVELAND, INC.Kelly Jean Russell — FINANCIAL PLANNERS OF CLEVELAND, INC.Peter Lawrence Mooney — SAFEGUARD SECURITIES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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