Michael Cimperman (CRD# 6806145) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Chagrin Falls, OH and has over 5 years of experience in the finance industry. Michael Cimperman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1065232
Independence Capital Company, Inc.
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The Center For Eldercare Finance
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Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stratos Wealth Partners, Ltd | Chagrin Falls, OH | Feb 2018 - Current | 6 |
| Lpl Financial LLC | Chagrin Falls, OH | May 2017 - Current | 6 |
| Hrz Management | Beachwood, OH | Jun 2017 - Jan 2018 | < 1 |
| Charter Steel | Cleveland, OH | May 2015 - May 2017 | 2 |
| University Of Akron | Akron, OH | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- OH
- TX
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Total Assets Under Management12,533MILLIONS
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Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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