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Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

Where Clients Come First

About Engler, Garrow & Roth, Ltd

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton, all CERTIFIED FINANCIAL PLANNER™ professionals, 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.

General Information

Firm Start Year

2006

No.of Employees

5-9

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

33

Number of Years with Current Firm

15

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

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

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Stocks, Bonds

I can meet clients in the following ways

Via Phone, At my office, Video Conference, Via Email

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, ChFC®, AIF®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

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

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

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.