Richard L. Mohr

BUCKEYE FINANCIAL SOLUTIONS

Canton, OH 44718

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CRD#: 4641482

Professional summary

Richard Lynn Mohr, CFP® is a registered financial advisor currently at BUCKEYE FINANCIAL SOLUTIONS, INC. located in Canton, Ohio.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Richard has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lynn Mohr'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®

CFP^®

Certified Financial Planner

Experience

Current

April 27, 2004 - Present

BUCKEYE FINANCIAL SOLUTIONS, INC.

Office #1: 3730 Whipple Ave, Nw Suite 300, Canton, OH 44718Office #2: 4553 Everhard Road, Nw, Canton, OH 44718

RIA

CRD#: 130404

Canton, OH

Past

March 11, 2003 - July 22, 2004

CORNERSTONE CAPITAL ADVISORS

RIA

CRD#: 107230

UNIONTOWN, 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
(4/27/2004)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/23/2003

Uniform Investment Adviser Law Examination

Current Firm

BUCKEYE FINANCIAL SOLUTIONS, INC.

CRD#: 130404 / SEC#:

Ohio

Registered Investment Advisory firm - (2/19/2004 Approved)

Texas

Registered Investment Advisory firm - (5/16/2013 Conditional Restricted)

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Contact information

Main Address

3730 Whipple Ave, Nw Suite 300, Canton, OH 44718

Mailing Address

Phone number

(330) 244-8600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	297
AUM (Assets Under Management)	$ 89,421,504

Red Flags

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

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Richard L. Mohr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lynn Mohr's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKEYE FINANCIAL SOLUTIONS, INC.

CORNERSTONE CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2003

Current Firm

BUCKEYE FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUCKEYE FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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