Financialadvice4 Me, LLC (Buena Vista)

Name: Financialadvice4 Me, LLC
Address: 912 South Main Street, Buena Vista, CO, 81211
Telephone: 7199665068

Financialadvice4 Me, LLC is an internet adviser based in Buena Vista. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Colorado and Delaware.

Financialadvice4 Me provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financialadvice4 Me, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Financialadvice4 Me serves?

The only and largest group of clients of Financialadvice4 Me is individuals with 50 clients and $0 of assets under management. Among the 0 most similar advisory firms, Financialadvice4 Me has the 0th lowest percentage of individuals out of all clients.

None of the firm’s clients are foreign persons or businesses.

Financialadvice4 Me doesn't advise any private funds.

Careers at Financialadvice4 Me, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Cambridge Financial Advisors	Member	1 Sep 2008	Other	118314
Tkt Inc.	Member	1 Sep 2008	50% - 75%	145426
Larry John Soukup	Chief compliance officer	1 Oct 2008	Other	2968541
Online365	Member	1 Nov 2008	Other	foreign
Tkt Ltd	Member	1 Dec 2009	75% - 100%	none
David Zvi Ron	Manager	1 Nov 2011	Other	5445986
Robert James Schumann	Chief compliance officer	1 Mar 2012	50% - 75%	2518448
Llc Financial Stages	Member	1 Mar 2016	Other	81-1881825

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Zvi Ron	Shareholder	1 Jul 2006	Other	5445986
Eldad Taub	Shareholder	1 Jul 2006	Other	5445985
Tzipi Taub	Shareholder	1 Jul 2006	Other	5445983
Avi Kopelman	Shareholder	1 Jul 2006	Other	5445989
Larry John Soukup	Member	1 Sep 2007	50% - 75%	2968541
Robert James Schumann	Member	1 Sep 2007	50% - 75%	2518448
Men Benish	Shareholder	1 Nov 2008	Other	5620381
Robert James Schumann	Member	1 Mar 2016	75% - 100%	2518448

Based in Buena Vista

The principal office where Financialadvice4 Me, LLC performs its advisory services is located at 912 South Main Street, Buena Vista, CO 81211 The mailing address of the firm is Po Box1582, Buena Vista, CO 81211 1582. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 7199665068. The normal business hours are 9-5 on Other. You can find more information about the New York firm at peoplesfinancialadvisor.com.