Justin Seitz, financial advisor Cincinnati OH

Justin Seitz

CRD Number: 5273437
Current Firm: Pca Investment Advisory Services, Inc.

Justin Seitz (CRD# 5273437) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 16 years of experience in the finance industry. Justin Seitz 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.

Similar Advisors
Ted Abner, financial advisor Cincinnati OH
Ted J. Abner
CRD# 6208290
Fidelity Personal And Workplace Advisors
Similar Advisors
Gregory Achten, financial advisor Cincinnati OH
Gregory G. Achten
CRD# 2076400
Ubs Financial Services Inc.
Similar Advisors
Joanna Adams, financial advisor Cincinnati OH
Joanna M. Adams
CRD# 6251091
Northwestern Mutual Investment Services,llc
Professional Designations
Company Name Location Dates Years
Pca Investment Advisory Services, Inc. Cincinnati, OH Jan 2010 - Current 14
L.m. Kohn & Company Cincinnati, OH Jan 2007 - Current 17
Pension Corp Of America Cincinnati, OH Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Justin E. Seitz
Phone Number: 513.281.3366
Firm Website: http://www.pencorp.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,894
    MILLIONS
  • Total Number of Accounts
    1,842
    ACCOUNTS
  • Average Account Value
    $1,571,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, KY, OH, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Justin Seitz and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.