Matthew Loeffler, financial advisor Independence OH
90 score

Matthew Loeffler

CRD 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.

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Professional Designations
Company Name Location Dates Years
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

Matthew Loeffler has no recent exams reported.
Contact Info for Matthew R. Loeffler
Phone Number: (216) 800-9000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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