Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Chardon, OH 44024
Equitable Advisors
Institution
Ryan Dimeolo is a financial advisor with Equitable Advisors in Chardon, OH, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors LLC, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on matching clients to suitable investment models based on their personal and plan information.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Chardon, OH
107 Water Street
Chardon OH 44024
Advisors at this office
1
Ohio
16 years of industry experience
Equitable Advisors
2010 - Present • 16 years
New York, NY
AXA Advisors LLC
2010 - 2020 • 10 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CPA, Series 7, Series 66
Pepper Pike, OH
Creekside Financial Advisors
Ryan Levine is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America Advisors, Channing Realty Advisors, and Toole Katz & Roemersma. Outside of advisory services, he is a licensed notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Series 66
Chagrin Falls, OH
M. Thomas Capital Management
Tyler Koepf is a financial advisor at M. Thomas Capital Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Koepf Financial Group L.L.C. and Eagle Strategies LLC. Outside of his advisory work, Koepf volunteers on the investment committee for the Foundation for Geauga Parks, providing input on fund allocation. M. Thomas Capital Management is a single-advisor independent firm offering portfolio management, financial planning, and project-based financial analysis to individuals and business entities. The firm’s investment approach emphasizes modern portfolio theory and long-term trading, using index funds, mutual funds, ETFs, fixed income, and select alternative vehicles aligned with documented risk tolerances and investment policy statements.
CFP®
Concord, OH
Zenith Investments
Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.
Series 63
Mentor-On-The-Lake, OH
Valiance Group
Edmund Burke is a financial advisor at Valiance Group LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is a state-registered investment adviser serving individuals, families, and businesses, offering portfolio management and ERISA-compliant retirement plan consulting. The firm develops customized portfolios using an analytics module and collaborates with third-party service providers and sub-managers to implement and monitor investment strategies.
Series 63, Series 65
Mayfield Heights, OH
Herrick Portfolio Management Co.
Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2000 to 2008 before founding his current firm in 2008. Herrick Portfolio Management Co. serves individual investors and a small number of institutional clients, offering financial planning, consulting, and portfolio management services. The firm uses technical analysis, including point-and-figure charting, to guide discretionary portfolio management across various asset classes.
CFP®, Series 66, Series 63
Mentor, OH
McLean Financial Planning and Investment Management
Marc Mc Lean is a CFP® certificant with 16 years of industry experience, currently serving as the sole advisor at McLean Financial Planning and Investment Management in Mentor, OH. He has held leadership roles at McLean Financial Planning and Investment Management since 2014 and at McLean Strategic Investments since 2024. Outside of financial services, he develops and licenses software technology through ESD Technologies, where he is also President. McLean Financial Planning and Investment Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses both fundamental and technical analysis with a focus on U.S. securities, manages portfolios primarily on a discretionary basis, and offers options strategies as part of its services.
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