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Jennifer Rechlitz Relien

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio
Clean recordC2P 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Rechlitz Relien is a registered financial advisor based in WESTLAKE, Ohio, affiliated with C2P CAPITAL ADVISORY GROUP, LLC. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
C2P CAPITAL ADVISORY GROUP, LLC
PROSPERITY CAPITAL ADVISORS
AUM
$2.2B
Regulatory assets under management
Employees
202
Total firm employees
View all advisors at C2P CAPITAL ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2838904
Firm CRD# 156480
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Rechlitz Relien offer?
Jennifer Rechlitz Relien specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE, Ohio for a consultation.
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, working with C2P CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
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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Other Advisors at C2P CAPITAL ADVISORY GROUP, LLC

Dennis Robert Kyle
WESTLAKE, OH
Juan Pablo Terra
WESTLAKE, OH
Luke W Ripienski
WESTLAKE, OH
Ryan J Warner
WESTLAKE, OH
Ryan Patrick Asher
WESTLAKE, OH
Stoyan Petev Petev
WESTLAKE, OH

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Research
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