Matthew LoefflerCRD Number: 6041051
Current Firm: Strategic Wealth Partners, Ltd.
Matthew Loeffler (CRD# 6041051) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry. Matthew Loeffler 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.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Strategic Wealth Partners, Ltd.||Independence, OH||Jan 2014 - Current||2|
|Self Employed||Hermitage, PA||Aug 2012 - Dec 2013||1|
|Jfs Wealth Advisors, LLC||Hermitage, PA||Mar 2012 - Aug 2012||< 1|
|Bank Of New York Mellon Private Wealth Management||Pittsburgh/erie, PA||Aug 2006 - Mar 2012||5|
|First National Trust Company||Erie, PA||Aug 2004 - Aug 2006||2|
Total Assets Under Management167MILLIONS
Total Number of Accounts1,717ACCOUNTS
Average Account Value$97,088
- 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
- Pension consulting services
- Publication of periodicals or newsletters
FL, OH, TX