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Joseph Francis Strancar

Beese Fulmer Private Wealth Management

Canton, OH

CRD 1385202

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Employer firm

Beese Fulmer Private Wealth Management CRD 109882

$2.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters

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

Current Employers
Beese Fulmer Private Wealth Management

4334 Munson Street Nw Suite 102, Canton, OH 44718 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-11
OH RA APPROVED 2025-07-02
  • TX RA
    APPROVED
    Since 2026-01-11
  • OH RA
    APPROVED
    Since 2025-07-02

Branch Locations

4334 Munson Street Nw Suite 102, Canton, OH 44718 • 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
Meridian Capital Management Group, Inc. Uniontown OH 09/2005 Present
  • 09/2005 → Present
    Meridian Capital Management Group, Inc.
    Uniontown, OH
Previous Registrations
  • 2005-09-22 → 2025-06-30
    Meridian Capital Management Group, Inc.
    Uniontown, OH
    Uniontown, OH
    Uniontown, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-09-06
S65 Uniform Investment Adviser Law Examination 2000-10-25
  • S63 Uniform Securities Agent State Law Examination
    2005-09-06
  • S65 Uniform Investment Adviser Law Examination
    2000-10-25

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · CANTON, OH
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