Jeffrey Van Fossen, financial advisor Cleveland OH
90 score

Jeffrey Van Fossen

CRD Number: 4557087
Current Firm: Ancora Inverness, LLC

Jeffrey Van Fossen (CRD# 4557087) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Cleveland OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jack Malarik, financial advisor Cleveland OH
Jack Malarik
CRD# 1222015
Summit Wealth Partners, LLC
Score
102
Similar Advisors
Michael Brady, financial advisor Cleveland OH
Michael C. Brady
CRD# 1320686
Michael Brady & Company, LLC
Score
87
Professional Designations
Company Name Location Dates Years
Inverness Investment Group, LLC Beachwood, OH May 2006 - Current 10

Jeffrey Van Fossen has no recent exams reported.
Contact Info for Jeffrey C. Van Fossen
Phone Number: 216-825-4000
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    438
    MILLIONS
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $1,322,040
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, NY, OH, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.