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Brennan J Thiergartner

Fidato Wealth LLC

Middleburg Heights, OH

CRD 6928799

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Employer firm

Fidato Wealth LLC CRD 158173

$511M regulatory AUM

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
Fidato Wealth Llc

7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-07-26
  • OH RA
    APPROVED
    Since 2022-07-26

Branch Locations

7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130 • 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
Fidato Wealth Llc Middleburg Heights OH 07/2022 10/2024
Fidato Wealth Llc Middleburg Heights OH 05/2020 07/2022
Brookside Landscape Construction Services Akron OH 05/2019 05/2020
The University Of Akron Akron OH 08/2018 05/2019
Brookside Landscape Construction Services Medina OH 05/2018 08/2018
University Of Akron Medina OH 08/2017 05/2018
Buckeye Local Schools Medina OH 04/2012 05/2017
Fidato Wealth Llc Middleburg Heights OH 10/2024 Present
  • 07/2022 → 10/2024
    Fidato Wealth Llc
    Middleburg Heights, OH
  • 05/2020 → 07/2022
    Fidato Wealth Llc
    Middleburg Heights, OH
  • 05/2019 → 05/2020
    Brookside Landscape Construction Services
    Akron, OH
  • 08/2018 → 05/2019
    The University Of Akron
    Akron, OH
  • 05/2018 → 08/2018
    Brookside Landscape Construction Services
    Medina, OH
  • 08/2017 → 05/2018
    University Of Akron
    Medina, OH
  • 04/2012 → 05/2017
    Buckeye Local Schools
    Medina, OH
  • 10/2024 → Present
    Fidato Wealth Llc
    Middleburg Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2022-07-08
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FOURTH DIMENSION WEALTH, LLC
THE ESTATE PLANNING TEAM, INC.
LPL FINANCIAL LLC

Nearby Investors

DOUGLAS RYAN MAGERS
CHRISTOPHER LANCE NEWCOMB
SALVATORE JOHN DANGELO

Nearby Offices

FOURTH DIMENSION WEALTH, LLC · MIDDLEBURG HEIGHTS, OH
THE ESTATE PLANNING TEAM, INC. · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH

More in Middleburg Heights, OH

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