Kaleel Thomas George

Employer firm

George Financial Services CRD 319091

$20.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• CRYPTO CURRENCY/ DIGITAL ASSET CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 08/2022
  Spc
  Ann Arbor, MI
• 08/2014 → 08/2022
  Parkland Securities
  Ann Arbor, MI
• 08/2022 → Present
  George Financial Services Llc
  Canton, OH
• 01/2025 → Present
  Ohio Cu Financial Services, Llc
  Cleveland, OH
• 05/1997 → Present
  Access Financial Group
  Canton, OH

Previous Registrations

• 2014-01-13 → 2022-08-11
  Spc
  Canton, OH
• 2012-10-09 → 2014-02-06
  Valic Financial Advisors, Inc.
  Independence, OH
• 2011-09-23 → 2012-09-20
  Cetera Investment Advisers Llc
  Canton, OH
• 2007-06-08 → 2011-02-14
  Spc
  Canton, OH

Other Businesses

1. Access Financial Group, Canton, OH. Insurance agency owner / Sale of financial services and insurance products (including life, health, LTC, DI, and hospital-only insurance products). Start date: 5/97, approx. 20 hrs/mo. 2. FIXED INSURANCE SALES - 10 HOURS PER WEEK (10 DURING TRADING). LIFE, HEALTH, AND FIXED ANNUITIES SALES 3. Ohio CU Financial Services, LLC. Cleveland, Akron, and Canton locations. Start Date 01/25. 80 Hours per month. (60 During Trading) Sales manager, responsible for insurance sales and training agents.

Other Names

• Kelly George
• Kaleel Thomas George
• Kaleel T George