A complete list of active advisors currently associated with Behlke Financial
Warmer can help you find a great advisor at Behlke Financial or one who fits your needs even better.
Behlke Financial provides wealth management and financial planning primarily to individuals and families (including trusts, estates and retirement accounts) and also serves corporations and business-sponsored plans. The sole-proprietorship firm, registered in Ohio since 2005, manages roughly $29 million across discretionary and non-discretionary accounts and offers advisor-managed portfolios alongside written financial plans. The firm delivers its portfolio management through a Wealth Management Platform that uses Osaic Wealth, Inc. for execution, clearing and custodial services, offering wrap-fee advisor-managed accounts composed of ETFs, mutual funds, equities, corporate and municipal bonds and other fixed-income securities; strategies may also include options, margin and short sales and rely on both fundamental and technical analysis. Clients work with the firm to establish objectives, risk tolerance, tax and liquidity considerations, may impose reasonable investment restrictions, and receive periodic rebalancing and account reviews. Behlke Financial is atypical for a solo independent adviser because its advisory representatives are also registered representatives of a broker-dealer and the firm sponsors a wrap fee program, and its representatives are licensed insurance agents—arrangements that can result in commissions or internal revenue sharing in addition to advisory fees. The firm negotiates account fees on a client-by-client basis, generally expects a $50,000 minimum (flexible in certain cases), and emphasizes integrated execution and planning services through its broker-dealer affiliation and custodial arrangements.
To learn more about the advisors currently working at Behlke Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Independence, OH
| 41
|
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