Signal Tree Financial Partners LLC

Signal Tree Financial Partners LLC (CRD# 311871) is a financial advisory firm headquartered in Copley, OH. They manage $67,250,000 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $410,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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 Signal Tree Financial Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeff E. Rovnak
CRD#: 3275236
840 Rothrock Road, Suite 201, Copley, OH 44321

Jeff Rovnak (CRD# 3275236) is an Investment Advisor Representative working at Signal Tree Financial Partners LLC in Copley, OH and has over 24 years of experience in the finance industry.

2
Benjamin R. Reker
CRD#: 7428717
840 Rothrock Road, Suite 201, Copley, OH 44321

Benjamin Reker (CRD# 7428717) is an Investment Advisor Representative working at Signal Tree Financial Partners LLC in Copley, OH and has 1 year of experience in the finance industry.

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