Cleveland Retirement Planning LLC

Cleveland Retirement Planning LLC (CRD# 308911) is a financial advisory firm headquartered in Westlake, OH. They manage $27,023,342 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1991 Crocker Road,, Suite 600, Westlake, OH 44145
https://clevelandretirementplanning.com/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $259,840
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Cleveland Retirement Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Melda, financial advisor Westlake OH
Joshua S. Melda
CRD#: 4150770
1991 Crocker Road,, Suite 600, Westlake, OH 44145

Joshua Melda (CRD# 4150770) is an Investment Advisor Representative working at Cleveland Retirement Planning LLC in Westlake, OH and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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