What departments does Cleveland Financial Group have?

Cleveland Financial Group has employees across 1 departments including Finance.

What is the largest department at Cleveland Financial Group?

The largest department at Cleveland Financial Group is Finance with 1 employees.

Where are Cleveland Financial Group employees located globally?

Cleveland Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Cleveland Financial Group's team size changed over time?

Cleveland Financial Group's team has decreased from approximately 6 to 5 employees based on available data.

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Cleveland Financial Group Employee Directory

Financial ServicesOhio, United States2-10 Employees

Cleveland Financial Group is a financial services firm focused on wealth management, executive-focused planning, and sophisticated wealth-transfer strategies. Based in Westlake, Ohio, in Northeast Ohio, the firm serves clients across the United States. Operations are conducted through Lincoln Financial Advisors Corp., with its associates registered as representatives and with securities and investment advisory services provided by Lincoln Financial Advisors.

The firm maintains a team of financial planners with broad experience in wealth management and related planning disciplines. Recent staffing updates include John Nelson joining as Financial Planner in 2021 and Zeb Jackson joining as Private Wealth Advisor in 2020.

Cleveland Financial Group Global Highlights

North America
18

United States Of America
18

Cleveland Financial Group's Leadership

J. P.
Wealth Planning Advisor
Mobile Phone
Email
A. D.
Financial Planner
Mobile Phone
Email

Cleveland Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Cleveland Financial Group

Name

Title

Contact Info

Location

Last Update

J. P.
Wealth Planning Advisor
Mobile Phone
Email
United StatesWisconsin
Jun 24, 2026
A. D.
Financial Planner
Mobile Phone
Email
Jun 24, 2026

Frequently Asked Questions

What is Cleveland Financial Group known for?

Cleveland Financial Group was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 2001 Crocker Road Suite 400 Westlake, Ohio 44145 United States. Explore Cleveland Financial Group's company overview page for more information.

What is Cleveland Financial Group's most common email format?

Cleveland Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cleveland Financial Group email formats with LeadIQ.

How many employees does Cleveland Financial Group have currently?

Cleveland Financial Group has approximately 9 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Cleveland Financial Group's key employees and leadership?

As of May 2026, Cleveland Financial Group's key employees include:

Wealth Planning Advisor: J. P.
Financial Planner: A. D.

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Cleveland Financial Group Employee Directory

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