EXPAND FINANCIAL, LLC

2 registered advisors·CRD# 152515
SEC# 801-1216443720-387-8158
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF TOTAL PLAN ASSETS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EXPAND FINANCIAL, LLC

2 registered advisors
Gregory Michael Bakke
MANSFIELD, Ohio
Sheri Annis Baker
MANSFIELD, Ohio
05

Office Locations

MANSFIELD, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. EXPAND FINANCIAL, LLC (CRD# 152515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.