TrueAdvisor
TrueAdvisor
JC
CFP
JC
CFP

Jeffrey J Cismoski

Org Partners
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Org Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

13548 Zubrick Road, Roanoke, IN, 46783

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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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Employment History
Current Registrations
Org Partners
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wealthshield Partners, LLC
October 2020 - July 2021 · 9 mos
Cresset Asset Management, LLC
March 2019 - October 2020 · 1 yr 7 mos
Evanston Advisors
November 2013 - April 2019 · 5 yrs 5 mos
State Registrations4 states
ILINSCWI
Advisor
Exams
No exam information available for this advisor.