Janice Cackowski, financial advisor Rocky River OH
90 score

Janice Cackowski

CRD Number: 5902900
Current Firm: Providence Wealth Partners LLC

Janice Cackowski (CRD# 5902900) is an Investment Advisor Representative working at Providence Wealth Partners LLC in Rocky River, OH and has 1 year of experience in the finance industry. Janice Cackowski 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.

Similar Advisors
Robert Gavlak, financial advisor Rocky River OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jeffrey Bogart, financial advisor Rocky River OH
Jeffrey A. Bogart
CRD# 2049796
Jeffrey A Bogart Investment Advisor
Score
103
Similar Advisors
Stephen Eppich, financial advisor Rocky River OH
Stephen A. Eppich
CRD# 1454349
Liberty Partners Capital Management, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Providence Wealth Partners LLC Rocky River, OH Jul 2017 - Current < 1
Strategic Wealth Partners Independence, OH Mar 2014 - Apr 2017 3
Nfp Securities, Inc. Twinsburg, OH Mar 2012 - Feb 2014 1
Chapman And Chapman Twinsburg, OH Dec 2011 - Feb 2014 2
Hudson Financial Advisors Inc. Streetsboro, OH Sep 2010 - Dec 2011 1
Sunlight Financial Cleveland, OH Jan 2009 - Sep 2010 1
Zoller Biacsi Company; Lpa Cleveland, OH Oct 2001 - Jun 2010 8

Janice Cackowski has no recent exams reported.
Contact Info for Janice M. Cackowski
Phone Number: (440) 703-6040
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

Ready to hire a financial advisor? Get competitive proposals from Janice Cackowski and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.