Albert Vonderheide (CRD# 4365799) is an Investment Advisor Representative working at Oneseven in Cincinnati, OH and has over 22 years of experience in the finance industry. Albert Vonderheide has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgo One Seven Llc Dba Callahan Financial | Cincinnati, OH | Oct 2022 - Current | 1 |
| Wealthcor, Llc Dba Callahan Financial | Cincinnati, OH | Apr 2016 - Oct 2022 | 6 |
| Lpl Financial LLC | Cincinnati, OH | Apr 2013 - Oct 2022 | 9 |
| Lpl Financial LLC | Cincinnati, OH | May 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
- A percentage of assets under your management
- Hourly charges
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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