Behlke Financial (CRD# 133883) is a financial advisory firm headquartered in Independence, OH. They manage $9,674,395 in 63 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$153,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, OH, TX
Thomas Behlke (CRD# 1290052) is an Investment Advisor Representative working at Behlke Financial in Independence, OH and has over 29 years of experience in the finance industry. Thomas Behlke 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.