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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-01 |
Branch Locations
900 W South Boundary, Bldg 5B, Perrysburg, OH 43551 • United States
1201 30Th Street Nw Suite 201B, Canton, OH 44709 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 08/2015 | 06/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Perrysburg | OH | 06/2018 | 08/2019 |
| Bfc Planning, Inc. | Perrysburg | OH | 06/2018 | 08/2019 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 08/2019 | 03/2025 |
| Strategic Blueprint, Llc | Atlanta | GA | 08/2019 | 03/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2025 | Present |
1. NAME OF OTHER BUSINESS: ST JOHN LUTHERAN CHURCH; INVESTMENT RELATED: NO; ADDRESS: TOLEDO, OH 43609; NATURE OF BUSINESS: CHURCH; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: WORKING WITH FOOD PANTRY, CONDUCTING COUNCIL MEETINGS AND FINDING PASTORS FOR SUNDAY SERVICES. 2. NAME OF OTHER BUSINESS: LEHNER SHOPE WEALTH GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-16 |
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