Advisor at CL Wealth Management LLC
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
CL Wealth Management LLC
Location
Remote
Credentials
Series 63, Series 66
Industry experience
24 years
Financial planning and consulting flat fees may be charged, not to exceed $5,000.
$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000+: Negotiable
Commission-based compensation received by associated persons who are registered representatives of affiliated broker-dealer Cabot Lodge Securities LLC, separate and in addition to advisory fees.
Standard financial planning and consulting fee is $350 per hour; fees negotiable and may be waived.
Account minimum: $25,000
CL Wealth Management LLC
2023 - Present (3 years)
Cabot Lodge Securities
2019 - Present (7 years)
SB Advisory, LLC
2018 - 2023 (5 years)
IFS Securitites, Inc.
2018 - 2019 (1 year)
ProEquities, Inc
2007 - 2018 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Blue Ridge, GA
Merrill
Janet Zaloga is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated her entire 39-year career. She specializes in retirement, education, and estate planning services, providing personalized financial strategies to help clients pursue their long-term goals. Janet works closely with clients on areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Janet graduated with high distinction from the University of Michigan with a degree in economics. She has earned the Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Her professional approach emphasizes educating clients to focus on achieving their financial objectives. Residing in Tampa, Florida since 1984, Janet and her team have a presence in Clearwater, Florida, and Farmington Hills, Michigan. She is involved in community organizations including the Humane Society of Tampa Bay, Historic Tampa Theater, Raptor Center of Tampa Bay, and Maxx & Me Pet Rescue. Janet's personal interests include biking, bowling, cooking, gardening, hiking, music, photography, reading, traveling, and yoga.
Series 66
Blue Ridge, GA
Edward Jones
CFP®, ChFC®, Series 63
Ellijay, GA
Asset Protection Group, Llc
Series 63, Series 65
Blue Ridge, GA
Asset Accumulation, Protection, Preservation and Transfer, LLC
Series 63, Series 66
Blue Ridge, GA
Swords Capital Management, LLC
Series 66
Epworth, GA
AE Wealth Management, LLC
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