Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B
Fee Structure
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Contact
Janice Marie Cackowski
Location
38021 Euclid Avenue Suite 3, Willoughby, OH, 44094
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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.
Learn about disclosures →Other Business Activities
Janice is a board member of the Northeast Ohio Association of Financial Professionals. This activity is not investment-related.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
August 2025 - Present · 6 mos
Previous Registrations
Centry Financial Advisors, LLC
July 2020 - November 2025 · 5 yrs 4 mos
Providence Wealth Partners LLC
August 2017 - September 2020 · 3 yrs 1 mo
Strategic Wealth Partners, LTD.
May 2014 - July 2017 · 3 yrs 2 mos
NFP Securities, INC.
October 2012 - February 2014 · 1 yr 4 mos
Hudson Financial Advisors INC
March 2011 - October 2012 · 1 yr 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Contact
Janice Marie Cackowski