Advisor at Westminster Financial Advisory Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Westminster Financial Advisory Corp
Location
Brecksville, OH
Credentials
Series 66
Industry experience
1 year
Kyle Cook is a financial advisor with Westminster Financial Advisory Corp in Brecksville, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Westminster Financial Companies, he worked at Lincoln Electric and Ernst & Young. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy, supplemented by tactical overlays and cyclical analysis.
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Negotiable up to 2.5% annually
Commission and/or service fees for trades executed in client accounts; fees are negotiable and vary by client, account, and advisor.
Brecksville, OH
Arizona · California · Colorado · Delaware · Florida · Georgia · Maryland · Massachusetts · Michigan · Nevada · New Hampshire · New Jersey · New York · Ohio · Rhode Island · Utah · Washington
Westminster Financial Companies
2024 - Present (2 years)
Lincoln Electric
2022 - 2024 (2 years)
Ernst & Young
2016 - 2022 (6 years)
UnEmployed
2016 - 2016 (1 year)
Mercyhurst University
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Flegal Financial Planning
Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
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