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DT

Dennis L. Tidmore

TIDMORE RETIREMENT PLANNING SPECIALISTS
Beachwood, OH 44122
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CRD#: 868783
DT

Professional summary


Dennis Lee Tidmore, AIF®, who also goes by Dennis L Tidmore, is a registered financial advisor currently at TIDMORE RETIREMENT PLANNING SPECIALISTS located in Beachwood, Ohio.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Dennis has worked at 6 firms and has passed the Series 65, Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dennis L Tidmore

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.
Dennis Tidmore may recommend insurance products and may also, as independent insurance agents, sell those recommended insurance products to clients. The sale of these products accounts for approximately 5% of his time, all of which is during securities trading hours. As disclosed above, Dennis Tidmore is the owner of Tidmore Consulting Services, which provides non-securities related financial consulting services in collaboration with other professionals. He spends 12 hours per month or less on these services.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dennis Lee Tidmore'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®

Experience


Current

February 6, 2007 - Present

TIDMORE RETIREMENT PLANNING SPECIALISTS

Office #1: 2000 Auburn Drive Suite 200, Beachwood, OH 44122
RIA
CRD#: 121028
Beachwood, OH
Past

November 30, 2001 - October 21, 2003

UNIFIED FINANCIAL SECURITIES, LLC

BD
CRD#: 7868
INDIANAPOLIS, IN
Past

March 20, 2000 - November 29, 2001

FIFTH THIRD/MAXUS SECURITIES INC

BD
CRD#: 6790
CLEVELAND, OH
Past

January 4, 2000 - May 2, 2000

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
BEAVERCREEK, OH
Past

October 20, 1980 - January 14, 2000

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 23, 1979 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY

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
(2/6/2007)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/18/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 7/14/1979
Registered Representative Examination

Current Firm


TR
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
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts296
AUM (Assets Under Management)$ 82,685,217

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.

Company Information


TIDMORE RETIREMENT PLANNING SPECIALISTS

CRD#: 121028Beachwood, OH 44122

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