Ctf Financial Services, INC.
Financial planning in Ocala, FL
State registeredNo commissions reported
Public-record details
- Address
- 1900 Se 18th Avenue, Ocala, FL 34471
- Phone
- (352) 369-0602
- Listed under
- Financial planning, % of assets managed
- CRD number
- 142217
- Registration
- State registered: FL
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses
- Regulatory assets under management
- $373,251
- Accounts managed
- 7
- Clients reported (Form ADV 5.D)
- 7
- Individual / high-net-worth clients
- 7 / 0
- Employees
- 1
- Other business activities (Form ADV 6.A)
- Also active as: accountant or accounting firm
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-30
Read the official record
- SEC IAPD summary for CRD 142217 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Ocala
Canopy 360 Wealth, LLCSEC registeredNo commissions reportedGolden Reed Wealth Management, LLCState registeredNo commissions reportedKiefer Financial Advising LLCState registeredNo commissions reportedOcala Capital, LLCState registeredNo commissions reportedSmith Financial LLCState registeredNo commissions reportedTruesdell Wealth, INC.State registeredNo commissions reportedZinnia Wealth Advisory, LLCSEC registeredNo commissions reported