Ohio Cu Financial

Overview

Ohio Cu Financial is organized as a limited liability company that combines insurance brokerage with fee-based advisory services. The firm offers portfolio management for individuals and small businesses and provides pension consulting services. Its stated fee model is a percentage of assets under management, though regulatory/status fields in the source are unclassified and do not identify the firm as a capital allocator. Ohio Cu Financial is not flagged as an active ESG investor and is not designated as a multistate adviser. The firm is affiliated with the banking or thrift industry and lists both a domestic entity and an individual as owner types.

Assets & Accounts

Investments & Alternatives

Location & Offices