Keith ClapacsCRD Number: 5994385
Current Firm: Investment Advisors
Keith Clapacs (CRD# 5994385) is an Investment Advisor Representative working at Investment Advisors in Mayfield Village, OH and has over 5 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Proequities Inc.||Chardon, OH||Jan 2015 - Current||2|
|Dba - Skoda, Minotti & Co||Mayfield Village, OH||Jan 2015 - Current||2|
|Pnc Investments||Cleveland, OH||Apr 2013 - Jan 2015||1|
|Merrill Lynch Pierce, ,fenner & Smith, Inc.||Cleveland, OH||Oct 2011 - Apr 2013||1|
|Unemployed||Euclid, OH||Jun 2011 - Oct 2011||< 1|
|Caddy Shack Lounge||Cleveland, OH||Jul 2010 - Jun 2011||< 1|
|Integrity Staffing Services||Twinsburg, OH||May 2008 - Jul 2010||2|
|Bank Of America||Beachwood, OH||Aug 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management1,998MILLIONS
Total Number of Accounts14,898ACCOUNTS
Average Account Value$134,117
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, 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.