Elizabeth C. Griffiths

INTERA FINANCIAL PLANNERS LLC

Avon Lake, OH

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CRD#: 7546642

Professional summary

Elizabeth Coletto Griffiths, CFP®, who also goes by Elizabeth Ann Coletto, Elizabeth Ann Griffiths, Elizabeth Griffiths, Elizabeth Coletto Kuhner, is a registered financial advisor currently at INTERA FINANCIAL PLANNERS LLC located in Avon Lake, Ohio.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Elizabeth has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Ann Coletto | Elizabeth Ann Griffiths | Elizabeth Griffiths | Elizabeth Coletto Kuhner

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 Elizabeth Coletto Griffiths'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

Start date: 2014

Experience

Current

May 11, 2022 - Present

INTERA FINANCIAL PLANNERS LLC

RIA

CRD#: 321627

Avon Lake, 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
(5/11/2022)

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

Current Firm

INTERA FINANCIAL PLANNERS LLC

CRD#: 321627 / SEC#:

Ohio

Registered Investment Advisory firm - (5/11/2022 Approved)

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Contact information

Main Address

Avon Lake, OH

Mailing Address

Phone number

(440) 933-9225

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 16,961,147

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.

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Elizabeth C. Griffiths

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Coletto Griffiths's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERA FINANCIAL PLANNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

INTERA FINANCIAL PLANNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTERA FINANCIAL PLANNERS LLC

TRUST BUT VERIFY

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