Maureen L. O'hara-ganz

R & M CONSULTANTS, LTD.

Mansfield, OH 44907

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CRD#: 4446071

Professional summary

Maureen Lynn O'hara-ganz, who also goes by Maureen Lynne O'hara, is a registered financial advisor currently at R & M CONSULTANTS, LTD. located in Mansfield, Ohio.

Maureen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Maureen has worked at 4 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maureen Lynne O'hara

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. ROBERT LEHEW & ASSOCIATES, INC.; PARTNER; CPA/ACCOUNTING SERVICES; START-06/1984; 170 HRS/MONTH. 2. GANZ FARMS PERCHERONS; OWNER; RAISING, TRAINING & SHOWING HORSES; STARTED 6/2004; 130 HRS/MO. 3. CREATIVE FINANCIAL DESIGNS, INC. IAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maureen Lynn O'hara-ganz's 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®

None

Experience

Current

October 28, 2016 - Present

R & M CONSULTANTS, LTD.

Office #1: 400 Lexington Ave., Mansfield, OH 44907

RIA

CRD#: 121091

Mansfield, OH

Past

March 26, 2008 - November 20, 2015

CFD INVESTMENTS, INC.

CRD#: 25427

MANSFIELD, OH

Past

March 25, 2008 - November 20, 2015

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

MANSFIELD, OH

Past

January 29, 2002 - February 21, 2008

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

October 26, 2001 - February 21, 2008

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

MANSFIELD, OH

Past

January 1, 2000 - February 29, 2008

R & M CONSULTANTS, LTD.

RIA

CRD#: 121091

MANSFIELD, OH

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/28/2016)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/20/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/28/2002

General Securities Representative Examination

Current Firm

R & M CONSULTANTS, LTD.

R & M CONSULTANTS, LTD. | R&M CONSULTING, LTD. | R&M CONSULTING, INC.

CRD#: 121091 / SEC#:

Ohio

Registered Investment Advisory firm - (1/1/2000 Approved)

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Contact information

Main Address

400 Lexington Ave., Mansfield, OH 44907

Mailing Address

Phone number

(419) 522-0331

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Maureen L. O'hara-ganz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maureen Lynn O'hara-ganz's CRS (Customer Relationship Summary).

Certified licenses

Experience

R & M CONSULTANTS, LTD.

CFD INVESTMENTS, INC.

CREATIVE FINANCIAL DESIGNS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

R & M CONSULTANTS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/1999

SIE

Date: 11/20/2015

Series 7

Date: 1/28/2002

Current Firm

R & M CONSULTANTS, LTD.

Contact information

Documents

Red Flags

Company Information

R & M CONSULTANTS, LTD.

TRUST BUT VERIFY

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