Oneseven

Oneseven (CRD# 283087) is a financial advisory firm headquartered in Beachwood, OH. They manage $2,571,181,892 in 9,416 accounts and serve the financial needs of clients across 33 states (or territories).

Current Firm Details
24400 Chagrin Blvd., Suite 310, Beachwood, OH 44122
https://reflectionslifeplanning.com/
By the Numbers
  • Total Assets Under Management
    2,571
    MILLION
  • Total Number of Accounts
    9,416
    ACCOUNTS
  • Average Account Value
    $273,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

Financial Advisors at Oneseven
Showing 41 - 50 of 62 top financial advisors.
41
Ismael Romero, financial advisor Beachwood OH
Ismael Romero
CRD#: 5146132
24400 Chagrin Blvd., Suite 310, Beachwood, OH 44122

Ismael Romero (CRD# 5146132) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 16 years of experience in the finance industry.

42
James Selu, financial advisor Westlake Village CA
James P. Selu
CRD#: 5492468
2625 Townsgate Rd., Suite 330, Westlake Village, CA 91361

James Selu (CRD# 5492468) is an Investment Advisor Representative working at Oneseven in Westlake Village, CA and has over 16 years of experience in the finance industry.

43
Bernard Semon, financial advisor Beachwood OH
Bernard K. Semon
CRD#: 2129512
24400 Chagrin Blvd., Suite 310, Beachwood, OH 44122

Bernard Semon (CRD# 2129512) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 25 years of experience in the finance industry.

44
John Susin, financial advisor Beachwood OH
John M. Susin
CRD#: 5345537
24400 Chagrin Blvd., Suite 310, Beachwood, OH 44122

John Susin (CRD# 5345537) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 14 years of experience in the finance industry.

45
Craig Sutherland, financial advisor Beachwood OH
Craig M. Sutherland
CRD#: 2960179
24400 Chagrin Blvd., Suite 310, Beachwood, OH 44122

Craig Sutherland (CRD# 2960179) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 23 years of experience in the finance industry.

46
Lukas Thill, financial advisor Beachwood OH
Lukas A. Thill
CRD#: 6767113
24400 Chagrin Blvd., Suite 310, Beachwood, OH 44122

Lukas Thill (CRD# 6767113) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 6 years of experience in the finance industry.

47
Donald Todd, financial advisor Tampa FL
Donald R. Todd
CRD#: 5092870
3750 Gunn Hwy, Suite 209, Tampa, FL 33618

Donald Todd (CRD# 5092870) is an Investment Advisor Representative working at Oneseven in Tampa, FL and has over 16 years of experience in the finance industry.

48
Albert Vonderheide, financial advisor Cincinnati OH
Albert B. Vonderheide
CRD#: 4365799
9428 Kenwood Road, Cincinnati, OH 45242

Albert Vonderheide (CRD# 4365799) is an Investment Advisor Representative working at Oneseven in Cincinnati, OH and has over 22 years of experience in the finance industry.

49
Louise Wallace, financial advisor Coral Springs FL
Louise L. Wallace
CRD#: 1904349
5521 N. University Drive, Suite 103, Coral Springs, FL 33324

Louise Wallace (CRD# 1904349) is an Investment Advisor Representative working at Oneseven in Coral Springs, FL and has over 32 years of experience in the finance industry.

50
Victoria Wiggins, financial advisor Beachwood OH
Victoria E. Wiggins
CRD#: 6794409
24400 Chagrin Blvd., Suite 310, Beachwood, OH 44122

Victoria Wiggins (CRD# 6794409) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 6 years of experience in the finance industry.

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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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