Dylan McKeon (CRD# 7078292) is an Investment Advisor Representative working at Enza Financial, LLC in Independence, OH and has over 3 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Enza Financial, LLC | Independence, OH | Feb 2024 - Current | < 1 |
| Tyler Keenan | Columbus, OH | Sep 2020 - Current | 3 |
| Northwestern Mutual Investment Services LLC | Columbus, OH | Dec 2019 - Current | 4 |
| Richard Blake | Columbus, OH | Sep 2019 - Current | 4 |
| N/a | Cleveland, OH | Nov 2021 - Jan 2024 | 2 |
| Student | Cleveland, OH | Jan 2009 - Jan 2024 | 15 |
| Townsend Group | Cleveland, OH | Sep 2020 - Oct 2021 | 1 |
| Blake Wealth Management | Columbus, OH | May 2019 - Aug 2020 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2019 - Sep 2019 | < 1 |
| Student | Columbus, OH | Sep 2018 - May 2019 | < 1 |
| Student | Columbus, OH | Sep 2017 - May 2019 | 1 |
| Student | Columbus, OH | Sep 2016 - May 2019 | 2 |
| Various Schools | Cleveland/columbus, OH | Jan 2014 - May 2019 | 5 |
| Howard Hanna Real Estate Services | Cleveland Heights, OH | May 2018 - Aug 2018 | < 1 |
| Westwood Country Club | Rocky River, OH | May 2017 - Aug 2017 | < 1 |
| Howard Hanna Real Estate Services | Cleveland Heights, OH | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- OH
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$555,424
- A percentage of assets under your management
- Hourly charges
- 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
- Educational seminars/workshops
- Other
LA, NE, OH, TX
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