John Lupica (CRD# 7194926) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.
CRD# 1949220
Tyler-stone Wealth Management, LLC
CRD# 5062672
Lincoln Investment
CRD# 4690465
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cbiz Financial Solutions Inc. | Independence, OH | May 2018 - Current | 6 |
| Bartenza | Strongsville, OH | Aug 2016 - Current | 7 |
| St. Albert The Great Parish | North Royalton, OH | Jun 2015 - Current | 8 |
| Ehrnfelt Recreation Center | Strongsville, OH | Dec 2012 - Current | 11 |
| John Carroll University | University Heights, OH | Aug 2014 - Jun 2019 | 4 |
| Cleveland Metroparks | Cleveland, OH | Apr 2016 - Aug 2017 | 1 |
| St Ignatius Highschool | Cleveland, OH | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- OH
-
Total Assets Under Management8,859MILLIONS
-
Total Number of Accounts2,257ACCOUNTS
-
Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.