Elizabeth P. Scheiderer

SIGNAL TREE FINANCIAL PARTNERS LLC

Copley, OH 44321

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CRD#: 5422740

Professional summary

Elizabeth Pierce Scheiderer, CFP®, who also goes by Elizabeth Pierce Verner, is a registered financial advisor currently at SIGNAL TREE FINANCIAL PARTNERS LLC located in Copley, Ohio.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Elizabeth has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Pierce Verner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) INVESTMENT ADVISORY - ASSIST INVESTMENT ADVISOR REPRESENTATIVE AND EMPLOYEE (STARTING IN 7/2007) OF THE INDEPENDENTLY REGISTERED INVESTMENT ADVISORY FIRM "FINANCIAL PLANNERS OF CLEVELAND, INC. DBA NCA FINANCIAL PLANNERS" (6095 PARKLAND BLVD., SUITE 210, CLEVELAND OH 44124). THIS IS INVESTMENT RELATED, AND APPROXIMATELY 100 HOURS/MONTH ARE SPENT DURING SECURITIES TRADING HOURS. 2) LOCAL TV NEWS SHOW SPOT, NON INVESTMENT RELATED, ON AIR TALENT FOR LOCAL STATION IN CLEVELAND OHIO, STARTING AUGUST 2013, LESS THAN 1 HOUR PER MONTH SPENT DURING TRADING HOURS. 3) FINANCIAL PLANNERS OF CLEVELAND, INC. DBA NCA FINANCIAL PLANNERS, INVESTMENT RELATED, 6095 PARKLAND BLVD., SUITE 210 CLEVELAND,OH 44124, EMPLOYEE, 4-5-2010, 10 HRS MONTH, 10 HRS DURING TRADING, SELL LONG TERM CARE AND LIFE INSURANCE TO EXISTING CLIENTS OF NCA FINANCIAL PLANNERS. STARTING 2/17/15

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Pierce Scheiderer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

August 30, 2024 - Present

SIGNAL TREE FINANCIAL PARTNERS LLC

Office #1: 840 Rothrock Road Suite 201, Copley, OH 44321

RIA

CRD#: 311871

Copley, OH

Past

January 12, 2022 - August 23, 2024

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 117756

Mayfield Heights, OH

Past

May 14, 2008 - November 7, 2022

NCA FINANCIAL PLANNERS

RIA

CRD#: 120086

CLEVELAND, OH

Past

May 1, 2008 - January 18, 2022

OSAIC WEALTH, INC.

CRD#: 23131

MAYFIELD HTS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD#: 311871 / SEC#: 801-131429

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/18/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/30/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/2008

General Securities Representative Examination

Current Firm

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD#: 311871 / SEC#: 801-131429

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/18/2024 Terminated)

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Contact information

Main Address

840 Rothrock Road Suite 201, Copley, OH 44321

Mailing Address

Phone number

(330) 590-5937

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNAL TREE FINANCIAL DISCLOSURE BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	320
AUM (Assets Under Management)	$ 171,150,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elizabeth P. Scheiderer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Pierce Scheiderer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIGNAL TREE FINANCIAL PARTNERS LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

NCA FINANCIAL PLANNERS

OSAIC WEALTH, INC.

Primary Firm SEC Registration

SIGNAL TREE FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/30/2008

Current Firm

SIGNAL TREE FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNAL TREE FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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