Matthew Lefelhoc (CRD# 7371067) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 3 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 2181026
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitcomb & Hess, Inc. | Ashland, OH | May 2021 - Current | 3 |
| Whitcomb & Hess, Inc. | Ashland, OH | Jun 2020 - May 2021 | < 1 |
| The Ohio State University | Columbus, OH | Aug 2017 - May 2021 | 3 |
| Green Valley Growers | Ashland, OH | Apr 2020 - Jun 2020 | < 1 |
| The Ohio State University | Columbus, OH | Oct 2019 - May 2020 | < 1 |
| The Ohio State University | Columbus, OH | Aug 2019 - Mar 2020 | < 1 |
| Ashland City Schools | Ashland, OH | Jul 2019 - Aug 2019 | < 1 |
| Green Valley Growers | Ashland, OH | May 2019 - Jul 2019 | < 1 |
| Ashland City Schools | Ashland, OH | Jul 2018 - Aug 2018 | < 1 |
| Green Valley Growers | Ashland, OH | May 2018 - Jul 2018 | < 1 |
| The Ohio State University | Columbus, OH | Jan 2018 - May 2018 | < 1 |
| Ashland City Schools | Ashland, OH | Jun 2017 - Aug 2017 | < 1 |
| School | Ashland, OH | Jan 2010 - Jun 2017 | 7 |
| Ashland City Schools | Ashland, OH | Jun 2016 - Aug 2016 | < 1 |
| Ashland City Schools | Ashland, OH | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- OH
-
Total Assets Under Management344MILLIONS
-
Total Number of Accounts2,547ACCOUNTS
-
Average Account Value$134,986
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, FL, IN, NC, OH, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.