FINANCIAL PLANNERS OF CLEVELAND, INC.
Legal name: NCA FINANCIAL PLANNERS
CRD #120086 SEC #801-67059 MAYFIELD HEIGHTS, OH 440-473-1115
SEC Registered
Total AUM
$759M
Discretionary
$742.6M
Employees
22
Clients
1
Accounts
1,873
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Jun 25, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| RUSSELL, KELLY, JEAN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT/CEO | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT/CEO | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT/CEO | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT/CEO | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT/CEO | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT/CEO | E | Control |
| MYEROFF, KEVIN, HOWARD | I | PRESIDENT/CEO | E | Control |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| WERNICK, WARREN, SAMUEL | I | VICE PRESIDENT | B | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT/PARTNER | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT/PARTNER | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT/PARTNER | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT/PARTNER | A | |
| LEHMAN, DENNIS, PATRICK | I | VICE PRESIDENT/PARTNER | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
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| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
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| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
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| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A | |
| WEINBERG, CAROLE, JEAN | I | VICE PRESIDENT | A |
Registrations
Federal
IA
Jun 25, 2022 REGISTERED
Notice Filings (24)
AZ CA CO FL GA IL LA MA MD ME MI NC NE NH NJ NY OH OR PA SC TX VA WA WI
Address
6095 PARKLAND BLVD., SUITE 210MAYFIELD HEIGHTS, OH 44124
United States
Phone: 440-473-1115