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David Andrew Flegal

Flegal Financial Planning

Berea, OH

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Current Employers
Flegal Financial Planning

Berea, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-30
  • OH RA
    APPROVED
    Since 2024-08-30

Branch Locations

Berea, OH • 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
Landing Point Financial Group, Llc Avon OH 07/2021 05/2023
Deloitte Cleveland OH 09/2015 09/2017
Pinnacle Wealth Planning Services Mansfield OH 10/2017 10/2019
Clearstead Cleveland OH 11/2019 07/2021
Fidato Wealth Llc Middleburg Heights OH 05/2023 02/2024
Flegal Financial Planning Llc Berea OH 07/2024 Present
N/A Berea OH 03/2024 06/2024
  • 07/2021 → 05/2023
    Landing Point Financial Group, Llc
    Avon, OH
  • 09/2015 → 09/2017
    Deloitte
    Cleveland, OH
  • 10/2017 → 10/2019
    Pinnacle Wealth Planning Services
    Mansfield, OH
  • 11/2019 → 07/2021
    Clearstead
    Cleveland, OH
  • 05/2023 → 02/2024
    Fidato Wealth Llc
    Middleburg Heights, OH
  • 07/2024 → Present
    Flegal Financial Planning Llc
    Berea, OH
  • 03/2024 → 06/2024
    N/A
    Berea, OH
Previous Registrations
Designations
Other Names
  • David Flegal

View on SEC IAPD

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