Nca Financial Planners

Nca Financial Planners (CRD# 120086) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $899,769,250 in 2,796 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    900
    MILLION
  • Total Number of Accounts
    2,796
    ACCOUNTS
  • Average Account Value
    $321,806
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, MI, NC, NH, NJ, NY, OH, PA, SC, TX, WA

Financial Advisors at Nca Financial Planners
Showing 1 - 10 of 17 top financial advisors.
1
Carole J. Weinberg
CRD#: 2437514
6095 Parkland Blvd., Suite 210, Cleveland, OH 44124
98
Wealthminder
score

Carole Weinberg (CRD# 2437514) is an Investment Advisor Representative working at Nca Financial Planners in Cleveland, OH and has over 15 years of experience in the finance industry.

2
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.

3
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.

4
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 31 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.

5
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.

6
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.

7
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.

8
Amanda L. Brunnett
CRD#: 5133480
6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124
93
Wealthminder
score

Amanda Brunnett (CRD# 5133480) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 5 years of experience in the finance industry.

9
Ashley C. Costello
CRD#: 6269723
6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124
93
Wealthminder
score

Ashley Costello (CRD# 6269723) is an Investment Advisor Representative working at Nca Financial Planners in Mayfield Heights, OH and has over 3 years of experience in the finance industry. Ashley Costello 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.

10
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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.