FINANCIAL PLANNERS OF CLEVELAND, INC.

NCA FINANCIAL PLANNERS
MAYFIELD HEIGHTS, Ohio·4 registered advisors·CRD# 120086
SEC# 801-670591440-473-1115
01

Firm Overview

AUM
$759M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: FEE FOR MONITORING THIRD PARTY MANAGERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLANNERS OF CLEVELAND, INC.

4 registered advisors
Carole Jean Weinberg
MAYFIELD HEIGHTS, Ohio
Dennis Patrick Lehman
MAYFIELD HEIGHTS, Ohio
Kelly Jean Russell
MAYFIELD HEIGHTS, Ohio
Kevin Howard Myeroff
MAYFIELD HEIGHTS, Ohio
05

Office Locations

MAYFIELD HEIGHTS, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL PLANNERS OF CLEVELAND, INC. (CRD# 120086) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.