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Karin Maloney Stifler

Wealthspire Advisors

Solon, OH

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-15
  • OH RA
    APPROVED
    Since 2024-10-15

Branch Locations

34305 Solon Road Suite 75, Solon, OH 44139 • 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
True Wealth Advisors, Llc Hudson OH 03/2005 Present
  • 03/2005 → Present
    True Wealth Advisors, Llc
    Hudson, OH
Previous Registrations
  • 2015-06-08 → 2024-11-14
    Walden Wealth Partners Llc
    Solon, OH
  • 2005-04-14 → 2015-11-30
    True Wealth Advisors, Llc
    Hudson, OH
    Hudson, OH
Designations

View on SEC IAPD

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Other Offices

REDWOOD FINANCIAL NETWORK · SOLON, OH
LPL FINANCIAL LLC · SOLON, OH
COMMONWEALTH FINANCIAL NETWORK · SOLON, OH
MML INVESTORS SERVICES, LLC · Solon, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Solon, OH
KEY INVESTMENT SERVICES LLC · SOLON, OH
CETERA INVESTMENT ADVISERS LLC · SOLON, OH
FIFTH THIRD SECURITIES, INC. · SOLON, OH

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