KarlaStanton- Financial Advisor Maumee, OH

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About Karla Stanton

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER^™ and an Accredited Investment Fiduciary^®.

John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation.

The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations.

Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans.

You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.

See Disclosures

General Information

Firm Start Year

2006

No. of Employees

CRD#

4885960

Firm CRD#

14303

Insurance License#

8387776

Name of Broker/Dealer

Sigma Financial Corporation

Name of Custodial Firm

National Financial Services

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®, ChFC^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Health, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Commissions, Flat Fee, Based on Assets, Hourly

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888046/paladinregistry-Engler,-Garrow-&-Roth,-Ltd-detailed-disclosure.html

Disclaimer

Securities offered through Sigma Financial Corporation, member FINRA / SIPC Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Engler, Garrow & Roth, Ltd. is independent of Sigma Financial Corporation and Sigma Planning Corporation.

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Paladin Research Report For:

Karla Stanton

Engler, Garrow & Roth, Ltd