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Kara Lynn Downing

Endeavor Wealth Advisors, LLC

Pepper Pike, OH

CRD 5320643

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Employer firm

Endeavor Wealth Advisors, LLC CRD 305348

$253M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Endeavor Wealth Advisors, Llc

29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-09-03
  • OH RA
    APPROVED
    Since 2019-09-03

Branch Locations

29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Younity Wealth Partners, Llc Cleveland OH 01/2016 Present
Endeavor Wealth Advisors, Llc Pepper Pike OH 05/2019 Present
Previous Registrations
  • 2016-03-03 → 2019-12-31
    Younity Wealth Partners, Llc
    Pepper Pike, OH
  • 2007-04-09 → 2016-01-28
    Spero-Smith Investment Advisers, Inc.
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-15
  • S65 Uniform Investment Adviser Law Examination
    2006-12-15
Designations
  • Certified Financial Planner
Other Names
  • Kara Lynn Agnello

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

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