Unclaimed Profile

Jennifer Rechlitz Relien

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio

SIE, Series 6, Series 6TO, Series 7TO, Series 26, Series 65Clean record12 years registeredC2P CAPITAL ADVISORY GROUP, LLC

30400 DETROIT ROAD, WESTLAKE, OH 44145CRD# 2838904Firm CRD# 156480

Profile Verification

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

Identity

Jennifer Rechlitz Relien · WESTLAKE, OH

Registration

CRD #2838904 · C2P CAPITAL ADVISORY GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: C2P CAPITAL ADVISORY GROUP, LLC

PROSPERITY CAPITAL ADVISORS

Jan 2018 – May 2022

Westlake, OH

WOODBURY FINANCIAL SERVICES, INC.

Jan 2014 – Sep 2017

OAKDALE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7TO

Series 26

Series 65

Registration record

First registered · January 22, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C2P CAPITAL ADVISORY GROUP, LLC

CRD 156480 · SEC 801-72187

AUM

$2.2B

Regulatory assets under management

Employees

202

9,396 client accounts

Services offered by C2P CAPITAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 C2P CAPITAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Rechlitz Relien offer?

Jennifer Rechlitz Relien specializes in Financial Planning, Investment Management, Wealth Management.

What are Jennifer Rechlitz Relien's credentials?

Jennifer Rechlitz Relien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Rechlitz Relien located?

Jennifer Rechlitz Relien is based in WESTLAKE, Ohio, last registered with C2P CAPITAL ADVISORY GROUP, LLC.

How does Jennifer Rechlitz Relien charge for services?

Jennifer Rechlitz Relien'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 C2P CAPITAL ADVISORY GROUP, LLC?

C2P CAPITAL ADVISORY GROUP, LLC has approximately 202 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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