
Toledo, OH 43617
4198876216

CRD#
2312011
Insurance License#
985796
States Licensed in
AZ, CA, FL, MI, NC, OH, OK, SC, TX
Years of Experience in Financial Services
32
Number of Years with Current Firm
32
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Securities Licenses
Series 7, Series 6, Series 63
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Total Assets Under Management by Advisor
100,000,000
Fee Structure
Fee-Based
Compensation Methods
Commissions, Based on Assets
Minimum Fee Charged for Managed Accounts
1%
Minimum Fee Charged for Hourly Planning Accounts
$2,000
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893395/financialplanners-Skylight-Financial-Group-detailed-disclosure.html