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Brennan J Thiergartner

Fidato Wealth LLC

Middleburg Heights, OH

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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

View on SEC IAPD

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Other Investors

DOUGLAS RYAN MAGERS
CHRISTOPHER LANCE NEWCOMB
SALVATORE JOHN DANGELO
James Fredrick Collins
Thomas R Cirincione
Michael John Fedj
JOSEPH JOHN RUDNICKI
Andrew Payne Ulrich

Other Offices

FOURTH DIMENSION WEALTH, LLC · MIDDLEBURG HEIGHTS, OH
THE ESTATE PLANNING TEAM, INC. · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
IP FINANCIAL ADVISORY SERVICES LLC · Middleburg Heights, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Cleveland, OH
WS WEALTH MANAGEMENT, LLC · MIDDLEBURG HEIGHTS, OH
TA-CHECK FINANCIAL LTD. · STRONGSVILLE, OH

More in Middleburg Heights, OH

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