Edward Frank Putnoky

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2016 → Present
  Spc
  Ann Arbor, MI
• 02/2016 → Present
  Sigma Financial Corporation
  Ann Arbor, MI

Previous Registrations

• 2015-01-30 → 2016-02-03
  Stonex Advisors Inc.
  Birmingham, AL
• 2000-11-15 → 2015-01-30
  Wrp Investments, Inc.
  Youngstown, OH
  Columbus, OH
  Youngstown, OH

Other Businesses

MONARCH FINANCIAL GROUP, 1525 BETHEL ROAD, SUITE 200, COLUMBUS, OHIO 43220: SOLE PROPRIETORSHIP, NATURE OF BUS: INSURANCE AGENCY, ITLE: OWNER, DUTIES: INSURANCE SALES, PERCENT OF TIME: 100%, COMPENSATION: COMMISSION. Life and Health Agent working with different term life insurance companies and health insurance companies. Start date: 1/20/17, approx. 3 hrs/mo.