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Karin Maloney Stifler

Wealthspire Advisors

Solon, OH

CRD 4927387

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Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

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
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

REDWOOD FINANCIAL NETWORK
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

ANNE-CATHERINE VINICKAS
WILLIAM WARD HOPE
NATHAN ADAM MACIEJOWSKI

Nearby Offices

REDWOOD FINANCIAL NETWORK · SOLON, OH
LPL FINANCIAL LLC · SOLON, OH
COMMONWEALTH FINANCIAL NETWORK · SOLON, OH

More in Solon, OH

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