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Desiree Rose Fiktus

Tidmore Retirement Planning Specialists

Beachwood, OH

CRD 7393863

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Employer firm

Tidmore Retirement Planning Specialists CRD 121028

$113M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ADVICE TO 401(K) PLAN PARTICIPANTS

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

Current Employers
Tidmore Retirement Planning Specialists

2000 Auburn Drive Suite 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-06-14
  • OH RA
    APPROVED
    Since 2021-06-14

Branch Locations

2000 Auburn Drive Suite 200, Beachwood, 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
Tidmore Retirement Planning Specialists Beachwood OH 02/2008 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-09
  • S65 Uniform Investment Adviser Law Examination
    2021-06-09

View on SEC IAPD

Nearby Firms

NORTH STAR ADVISORY GROUP, LLC
CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS

Nearby Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER

Nearby Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH

More in Beachwood, OH

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