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Business Profile

Estate Planning and Management

The Estate Planning Team Inc.

About

About This Business

The Estate Planning Team Inc. is a fiduciary planning firm.

Business Details

BBB File Opened:
8/12/1997
Business Started:
1/1/1980
Date of New Ownership:
1/1/2014
Business Incorporated:
4/7/1996
Type of Entity:
Corporation
Business Management:
Ms. Kaeri Waddell, Owner
Mr. Mark Donnelly, President / Owner

Additional Contact Information

Principal Contacts
Ms. Kaeri Waddell, Owner
Mr. Mark Donnelly, President / Owner
Customer Contacts
Ms. Kaeri Waddell, Owner
Fax numbers
Primary Fax: (440) 239-2098
Additional Email Addresses
Primary: Email this Business

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.

BBB records show a license number of CRD# 170414 for this business, issued by U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office. The expiration date of this license is 6/16/2025.

U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office

175 W. Jackson Boulevard, Suite 900

Chicago IL 60604

BBB records show a license number of ODI #1182928/ NPN #18717814 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 6/30/2026.

Ohio Department of Insurance

50 W. Town Street; Third Floor - Suite 300

Columbus OH 43215

(614) 644-2658

Fax: (614) 6443743

Website

Additional Information

Other Resources
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
Phone Number: 301-590-6500
http://www.finra.org
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 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

More Resources

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