Nca Financial Planners

Nca Financial Planners (CRD# 120086) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $802,583,275 in 2,647 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    803
    MILLION
  • Total Number of Accounts
    2,647
    ACCOUNTS
  • Average Account Value
    $303,205
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, MA, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TX

Financial Advisors at Nca Financial Planners
Showing 1 - 10 of 18 top financial advisors.
1
Mary A. Durra
CRD#: 2100395
6095 Parkland Blvd., Suite 210, Cleveland, OH 44124
96
Wealthminder
score

Mary Durra (CRD# 2100395) is an Investment Advisor Representative working at Nca Financial Planners in Cleveland, OH and has over 15 years of experience in the finance industry. Mary Durra 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.

2
Karey L. Edwards
CRD#: 3240428
6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124
96
Wealthminder
score

Karey Edwards (CRD# 3240428) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 7 years of experience in the finance industry. Karey Edwards 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.

3
Kevin H. Myeroff
CRD#: 1488440
6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124
96
Wealthminder
score

Kevin Myeroff (CRD# 1488440) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 30 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.

4
Melanie R. Ross
CRD#: 4262971
6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124
96
Wealthminder
score

Melanie Ross (CRD# 4262971) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 7 years of experience in the finance industry. Melanie Ross 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.

5
Elizabeth P. Scheiderer
CRD#: 5422740
6095 Parkland Blvd., Suite 210, Cleveland, OH 44124
96
Wealthminder
score

Elizabeth Scheiderer (CRD# 5422740) is an Investment Advisor Representative working at Nca Financial Planners in Cleveland, OH and has over 7 years of experience in the finance industry. Elizabeth Scheiderer 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.

6
Jasmina Tadic
CRD#: 4526823
6095 Parkland Blvd., Suite 210, Cleveland, OH 44124
96
Wealthminder
score

Jasmina Tadic (CRD# 4526823) is an Investment Advisor Representative working at Nca Financial Planners in Cleveland, OH and has over 7 years of experience in the finance industry. Jasmina Tadic 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.

7
Erin A. Donahue
CRD#: 5034084
6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124
93
Wealthminder
score

Erin Donahue (CRD# 5034084) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 7 years of experience in the finance industry.

8
David F. Kurtz
CRD#: 4722326
6095 Parkland Blvd., Mayfield Heights, OH 44124
93
Wealthminder
score

David Kurtz (CRD# 4722326) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 13 years of experience in the finance industry.

9
Kelly J. Russell
CRD#: 3240431
6095 Parkland Blvd., Suite 210, Cleveland, OH 44124
93
Wealthminder
score

Kelly Russell (CRD# 3240431) is an Investment Advisor Representative working at Nca Financial Planners in Cleveland, OH and has over 12 years of experience in the finance industry.

10
Michael M. Wasylyshyn
CRD#: 1901073
6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124
93
Wealthminder
score

Michael Wasylyshyn (CRD# 1901073) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 28 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.