James M. Tschantz

SIGNATURE EQUITY PARTNERS

Massillon, OH

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CRD#: 1765414

Professional summary

James Michael Tschantz, CFP®, who also goes by J Michael Tschantz, Mike Tschantz, James Michael Tschantz, Cfp, is a registered financial advisor currently at SIGNATURE EQUITY PARTNERS, LLC located in Massillon, Ohio and OSAIC WEALTH, INC. located in Massillon, Ohio.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. James has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Estate Planning

Comprehensive Financial Planni...

Retirement Income Management

Business Succession Planning

Investment Planning

Insurance Planning

Education Planning

Retirement Planning

How do you get paid?

Commission and Fee

Are you a "fiduciary"?

Yes

Aliases

J Michael Tschantz | Mike Tschantz | James Michael Tschantz, Cfp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 7/1/2011: DBA ONLY - TSCHANTZ WEALTH MANAGEMENT - NORTH CANTON, OH. 2. 3/7/2013: NON-VARIABLE INSURANCE - SALE OF FIXED INSURANCE PRODUCTS. - TIME SPENT 10% - CANTON, OH 3.SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 10/31/2023 ADDRESS: 1827 Wales Rd. NE, Massillon OH 44646, United States DESCRIPTION: sales/marketing of investment advisory products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Tschantz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

October 31, 2023 - Present

SIGNATURE EQUITY PARTNERS, LLC

RIA

CRD#: 327455

Massillon, OH

Current

October 31, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 1827 Wales Rd. Ne., Massillon, OH 44646

RIA

CRD#: 23131

Massillon, OH

Past

July 25, 2011 - November 27, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

CANTON, OH

Past

July 25, 2011 - November 27, 2023

LPL FINANCIAL LLC

CRD#: 6413

CANTON, OH

Past

February 17, 2004 - August 2, 2011

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

January 12, 2004 - July 25, 2011

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

NORTH CANTON, OH

Past

June 1, 2000 - December 31, 2003

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

NORTH CANTON, OH

Past

March 21, 2000 - December 31, 2003

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SEVERNA PARK, MD

Past

February 7, 1990 - March 27, 2000

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

September 12, 1989 - January 22, 1990

DONAHUE SECURITIES, INC.

CRD#: 24330

CINCINNATI, OH

Past

January 1, 1988 - July 29, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIGNATURE EQUITY PARTNERS, LLC

CRD#: 327455 / SEC#: 801-128432

RIA

Registered Investment Advisory firm - (7/27/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/31/2023)

Louisiana
(10/31/2023)

Ohio
(10/31/2023)

IAR

Ohio
(10/31/2023)

Rhode Island
(11/9/2023)

South Carolina
(10/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/3/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/14/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/31/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/19/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SIGNATURE EQUITY PARTNERS, LLC

CRD#: 327455 / SEC#: 801-128432

RIA

Registered Investment Advisory firm - (7/27/2023 Approved)

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Contact information

Main Address

445 Hutchinson Avenue Suite 800, Columbus, OH 43235

Mailing Address

Phone number

(614) 846-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNATURE EQUITY PARTNERS FORM ADV PART 2A (9/29/2025)

Regulatory assets under management

Total Number of Accounts	1,714
AUM (Assets Under Management)	$ 330,621,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

James M. Tschantz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Tschantz's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

THE O.N. EQUITY SALES COMPANY

DONAHUE SECURITIES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

SIGNATURE EQUITY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2000

Series 63

Date: 2/14/1990

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1987

Series 51

Date: 3/31/2003

Series 24

Date: 7/19/2000

FINRA

Current Firm

SIGNATURE EQUITY PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNATURE EQUITY PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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