Janice Cackowski (CRD# 5902900) is an Investment Advisor Representative working at Centry Financial Advisors, LLC in Willoughby, OH and has 1 year of experience in the finance industry. Janice Cackowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centry Financial Advisors LLC | Willoughby, OH | Jun 2020 - Current | 3 |
| Providence Wealth Partners LLC | Rocky River, OH | Jul 2017 - Aug 2020 | 3 |
| Unemployed | N/a, OH | Apr 2017 - Jul 2017 | < 1 |
| Strategic Wealth Partners | Independence, OH | Mar 2014 - Apr 2017 | 3 |
- LA
- OH
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$162,162
- 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
LA, OH
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