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August Golinski

12 Years of Experience
Westlake, OH
BrokerSells Insurance

August Golinski is a registered investment advisor, based in Westlake, OH, with 12 years of industry experience.

Location

24610 Detroit Rd., Suite 210, Westlake, OH, 44145

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

August is an IAR at Wealthplan Partners and an advisory representative of an RIA, CIRA, dedicating nearly full-time hours to each. August also works as an independent insurance agent for various agencies, dedicating a few hours per week.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 2 yrs 1 mo
Cambridge Investment Research, INC.Broker
August 2024 - Present · 2 yrs 1 mo
Previous Registrations
Osaic Fa, INC.
March 2016 - August 2024 · 8 yrs 5 mos
Osaic Fa, INC.Broker
April 2013 - August 2024 · 11 yrs 4 mos
State Registrations13 states
CACOFLILNVNYOHORPASCTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
August Golinski - Financial Advisor | TrueAdvisor