Simplify and Diversify
Frank J. Dobnikar
Financial Advisor
Brent E. Shimman
Brittany M. DeWeese
Senior Service Team
Alyssa C. Shimman
Lead Service Team
Jason R. Repp
Melissa R. Benedict
Service Team
Katie S. Rower-Osborn
Stephanie Cantu
S&D CAPITAL – TOLEDO OFFICE 2467 Woodville Rd, Ste 3 Oregon, Ohio 43616
Phone: (419) 693-9000 Fax: (866) 824-9119
DIRECTIONS
S&D CAPITAL – CLEVELAND OFFICE 210 Bell Street, Ste 5-R Chagrin Falls, Ohio 44022
Phone: (440) 561-6800 Fax: (866) 824-9119
S&D CAPITAL – CLYDE OFFICE 1076 W. McPherson Highway, Ste 2 Clyde, Ohio 43410
Phone: (419) 547-5500 Fax: (866) 824-9119
S&D CAPITAL – FINDLAY OFFICE 1995 Tiffin Avenue, Ste 305 Findlay, Ohio 45840
Phone: (419) 424-5150 Fax: (866) 824-9119
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Financial Plan Access
CIRStatements Access
Pershing Statements