Lawrence KovalCRD Number: 4483718
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Lawrence Koval (CRD# 4483718) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Euclid, OH and has 1 year of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Berthel Fisher & Company Financial Services Inc.||Euclid, OH||Jan 2006 - Current||11|
|Strategic Financial Solutions||Euclid, OH||Jan 2004 - Current||13|
|Lawrence R. Koval||Euclid, OH||Oct 2001 - Current||15|
|Noteworthy Federal Credit Union||Cleveland , OH||Mar 1999 - Current||17|
|Cross Track Music, Inc.||Euclid, OH||Nov 1992 - Current||24|
|Cross Track Music, Inc Dba Little Fish Records||Cleveland, OH||Oct 1992 - Current||24|
|Everbank||Euclid, OH||Aug 2010 - Apr 2015||4|
|Society For Financial Awareness (sofa)||Euclid, OH||Sep 2008 - Dec 2009||1|
|K-tech Enterprises||Cleveland, OH||May 1999 - Dec 2008||9|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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.