Deanna Sicking, financial advisor Cincinnati OH

Deanna Sicking

CRD Number: 4536089
Current Firm: Truepoint, Inc.

Deanna Sicking (CRD# 4536089) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 19 years of experience in the finance industry. Deanna Sicking 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
Truepoint Inc. Cincinnati, OH Oct 2016 - Current 7
Ubs Financial Services Inc. Cincinnati, OH Nov 2013 - Sep 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Deanna V. Sicking
Phone Number: 513-792-6648
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,211
    MILLIONS
  • Total Number of Accounts
    8,663
    ACCOUNTS
  • Average Account Value
    $486,041
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA

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