About
Overview
BBB Accredited Since: 8/8/2017
Years in Business: 24
BBB Accreditation & Rating
Business Details
- Local BBB:
- BBB Serving Greater Cleveland
- BBB File Opened:
- 7/19/2017
- Business Started:
- 12/21/2000
- Business Started Locally:
- 2/1/2013
- Business Incorporated:
- 5/20/2010
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Ms. Brittany DeWeese
- Mr. Frank Dobnikar, Parter / Financial Advisor
- Mr. Brent Shimman, Partner / Financial Advisor
- Number of Employees:
- 14
Additional Contact Information
- Principal Contacts
- Ms. Brittany DeWeese
- Customer Contacts
- Ms. Brittany DeWeese
- Fax numbers
- Primary Fax: (866) 824-9119
- Additional Phone Numbers
- Other Phone, (Headquarters Phone Number): (855) 480-5980
- Other Phone, (Headquarters Phone Number): (419) 547-5500
- Other Phone, (Headquarters Phone Number): (419) 424-5150
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Frank J Dobnikar is licensed by the State of Ohio, the Department of Insurance, effective 4/25/2003 and the State of Michigan, the Office
of Financial and Insurance Services, effective 3/15/2004.
Brent E. Shimman is licensed by the State of Ohio, the Department of Insurance, effective 12/21/2000 and the State of Michigan, the Office
of Financial and Insurance Services, effective 4/4/2001.
Documentation for this licensing was submitted to the BBB on 8/19/2009.
Additional Information
- Other Resources
- National Futures Association (NFA)
300 S. Riverside Plaza, #1800
Chicago IL 60606-6615
Phone Number: 312-781-1300
Fax Number: 312-781-1467
http://www.nfa.futures.org
[email protected] - Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected] - Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu - Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: 614-644-2658
Fax Number: 614-644-3743
http://www.insurance.ohio.gov - U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected] - Business Categories
- Financial Planning Consultants, Financial Services, Investment Security, Accident Insurance, Disability Insurance
More Resources
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