Wichert Insurance Services INC
Cuyahoga Falls, Summit County, OH
Independent agency
No gate-passing reviews on file.
Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.
Opportunity Analysis
Open to Buying · Insufficient Evidence
Insufficient Evidence
Summary: Public evidence is insufficient for Open to Buying.
View supporting sources →
Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.
Why: Not enough public information for this assessment.
What this rating was based on (0 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
No factor in this rubric was found in public information.
Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.
Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.
Open to Selling · Insufficient Evidence
Insufficient Evidence
Acquisition Research Fit
Summary: Public evidence is insufficient for an Open to Selling rating.
Sale interest: Unknown
Confidence: Low
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Public signs an ownership change could be on the table: a declared sale or merger, an owner retirement or an announced succession plan. A founder still leading after 30+ years is only a weak research clue, not a sign the agency wants to sell. Past sales, restructurings and the agency's own acquisitions do not count here.
Why: No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.
No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.
Confidence: low. Separate from the rating.
Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.
Not known publicly: Whether the owner would consider a sale; Succession plans and timing; Book size and retention.
Mentorship & Peer Connections · Insufficient Evidence
Insufficient Evidence
Summary: Public evidence is insufficient for Mentorship & Peer Connections.
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Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Why: Not enough public information for this assessment.
What this rating was based on (0 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
No factor in this rubric was found in public information.
Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships · Low
Low
- Carriers: three or more are named
Summary: Public information shows lines of business or named carriers, which supports this Business Partnerships rating. More than one office is not, by itself, a sign of growth.
Confidence: Medium
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Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.
Agency Match score: 15/100 · Medium confidence: 3+ public facts
Why: Three or more carriers named
- Three or more carriers named · Securities offered through Commonwealth Financial Network“Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.”wichertfinancial.com verified
What this rating was based on (1 factor)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Three or more carriers named+15 pts
- Securities offered through Commonwealth Financial Networkwichertfinancial.com
- Securities and advisory services offered through Commonwealth Financial Networkwichertfinancial.com
- Fixed insurance products are separate from Commonwealth Financial Networkwichertfinancial.com
Total: 15 points → Agency Match score 15/100, rated Low (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 3 facts from 1 website.
Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.
What we know
- Public record1
- Agency-published9
Not known yet
- Ownership (not confirmed)
- Founding year or history
- Service area
Record & channel
Ohio resident business-entity license (NPN 2432894), licensed at Cuyahoga Falls, OH
gateway.insurance.ohio.govIndependent agency
“We are independent Financial Advisors.”wichertfinancial.com
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: www.wichertfinancial.com
Also in Cuyahoga Falls
Locations & footprint
Cuyahoga Falls, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Research
Some research
Geography
1 documented offices
Ownership events
None documented
Ownership
Not confirmed
Wichert Insurance Services INC is an independent insurance agency licensed in Cuyahoga Falls, OH. Lines listed: Life Insurance, Long Term Care Insurance, Financial Planning, Disability Insurance. Agency Match assessments based on public information: Business Partnerships low. 9 publicly sourced facts with links.
How we determined the info on this profile
- License record: taken from the state license roster.
- Offices: based on offices listed on the agency's website. More than one office can count toward the Open to Buying score.
- Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
- Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
- Carrier partnerships: based on carriers named on the agency's website.
- Open to Buying: not enough public facts for a score.
- Open to Selling: not enough public facts for a score.
- Mentorship & Peer Connections: not enough public facts for a score.
- Business Partnerships: scored from specialties, markets and carriers published on the agency's website.
Highlights
People & affiliations
Mark Wilcox, CFP President
Names & entities
Legal name on license record
Facts from published sources (9 verified)
Office location: 1200 Graham Rd Cuyahoga Falls, OH 44224
“1200 Graham Rd Cuyahoga Falls, OH 44224”wichertfinancial.com
Independent Financial Advisors
“We are independent Financial Advisors.”wichertfinancial.com
Life Insurance, Long Term Care Insurance, Financial Planning, Disability Insurance
“Life Insurance Long Term Care Insurance Disability Insurance”wichertfinancial.com
Securities offered through Commonwealth Financial Network
“Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.”wichertfinancial.com
Office location: 1200 Graham Rd Cuyahoga Falls, OH 44224
“1200 Graham Rd Cuyahoga Falls, OH 44224”wichertfinancial.com
Leadership: Mark Wilcox, CFP President
“Mark Wilcox, CFP President”wichertfinancial.com
Financial Planning, Life Insurance, Long Term Care Insurance, Disability Insurance
“Financial Planning Life Insurance Long Term Care Insurance Disability Insurance”wichertfinancial.com
Securities and advisory services offered through Commonwealth Financial Network
“Securities and advisory services offered through Commonwealth Financial Network®, member FINRA (finra.org) / SIPC (sipc.org) a Registered Investment Adviser.”wichertfinancial.com
Fixed insurance products are separate from Commonwealth Financial Network
“Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.”wichertfinancial.com