
7150 W Central Ave
Suite 100
Toledo, OH 43617
419-887-6216

CRD#
2312011
Insurance License#
985796
States Licensed in
AZ, CA, FL, MI, NC, OH, OK, SC, TX
Years of Experience in Financial Services
32
Number of Years with Current Firm
32
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management
Investment Types
Stocks, Bonds, Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance
Can meet clients in the following ways
Our Office, Email, Video Conference, Phone
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Securities Licenses
Series 63, Series 7, Series 6
Insurance and Annuity Licenses
Life, Disability, Variable Life, Long Term Care, Variable Annuity, Annuity
Total Assets Under Management by Advisor
100,000,000
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Commissions
Minimum Fee Charged for Managed Accounts
1%
Minimum Fee Charged for Hourly Planning Accounts
$2,000
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893395/retirementplanning-Skylight-Financial-Group-detailed-disclosure.html