Kevin Myeroff, financial advisor Mayfield Heights OH

Kevin Myeroff

CRD Number: 1488440
Current Firm: Nca Financial Planners

Kevin Myeroff (CRD# 1488440) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 33 years of experience in the finance industry. Kevin Myeroff 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.

Similar Advisors
Richard Gerbracht, financial advisor Mayfield Heights OH
Richard M. Gerbracht
CRD# 5310387
Lpl Financial LLC
Similar Advisors
David Abate, financial advisor Mayfield Heights OH
David R. Abate
CRD# 5069849
Strategic Wealth Partners, Ltd.
Similar Advisors
Stuart Abrams, financial advisor Mayfield Heights OH
Stuart D. Abrams
CRD# 1949220
Tyler-stone Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
Wykc Tv Cleveland, OH Dec 1993 - Current 27
Royal Alliance Associates, Inc. Cleveland, OH Nov 1989 - Current 31
Financial Planners Of Cleveland, Inc. Dba Nca Financial Planners Mayfield Hts, OH Jan 1986 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Kevin H. Myeroff
Phone Number: 440-473-1115
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    997
    MILLIONS
  • Total Number of Accounts
    3,219
    ACCOUNTS
  • Average Account Value
    $309,624
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, MA, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Kevin Myeroff and other advisors.
BADGES

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 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.