Desiree R. Fiktus

TIDMORE RETIREMENT PLANNING SPECIALISTS

Beachwood, OH 44122

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CRD#: 7393863

Professional summary

Desiree Rose Fiktus, AIF® is a registered financial advisor currently at TIDMORE RETIREMENT PLANNING SPECIALISTS located in Beachwood, Ohio.

Desiree is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Desiree has worked at 1 firm 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 Desiree Rose Fiktus'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 14, 2021 - Present

TIDMORE RETIREMENT PLANNING SPECIALISTS

Office #1: 2000 Auburn Drive Suite 200, Beachwood, OH 44122

RIA

CRD#: 121028

Beachwood, 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
(6/14/2021)

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: 6/9/2021

Uniform Investment Adviser Law Examination

Current Firm

TIDMORE RETIREMENT PLANNING SPECIALISTS

DENNIS TIDMORE, RETIREMENT PLAN SPECIALIST | TIDMORE RETIREMENT PLANNING SPECIALISTS | RETIREMENT PLAN SPECIALISTS FOR EMPLOYERS WITH 401(K) PLANS | PREMIER INVESTMENT ADVISORS, INC. | DENNIS TIDMORE, WEALTH & BUSINESS ADVISORS | DENNIS TIDMORE, WEALTH & BUSINESS ADVISOR'S | DENNIS TIDMORE, RETIREMENT PLANNING SPECILAIST

CRD#: 121028 / SEC#:

Ohio

Registered Investment Advisory firm - (1/13/2003 Approved)

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Contact information

Main Address

2000 Auburn Drive Suite 200, Beachwood, OH 44122

Mailing Address

Phone number

(440) 498-1396

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	296
AUM (Assets Under Management)	$ 82,685,217

Red Flags

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

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Desiree R. Fiktus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desiree Rose Fiktus's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIDMORE RETIREMENT PLANNING SPECIALISTS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2021

Current Firm

TIDMORE RETIREMENT PLANNING SPECIALISTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIDMORE RETIREMENT PLANNING SPECIALISTS

TRUST BUT VERIFY

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