Danielle Seurkamp, financial advisor Loveland OH

Danielle Seurkamp

CRD Number: 5869012
Current Firm: Well Spent Wealth Planning

Danielle Seurkamp (CRD# 5869012) is an Investment Advisor Representative working at Well Spent Wealth Planning in Loveland, OH and has 1 year of experience in the finance industry. Danielle Seurkamp 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.

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Professional Designations
Company Name Location Dates Years
Well Spent LLC Loveland, OH Jul 2019 - Current 4
The Asset Advisory Group, Inc. Cincinnati, OH Dec 2014 - Jun 2019 4
Foster & Motley, Inc. Cincinnati, OH Mar 2006 - Dec 2014 8

Danielle Seurkamp has no recent exams reported.
Contact Info for Danielle R. Seurkamp
Phone Number: 513-299-8444
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $127,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH, TX

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