Ronda Koehler, financial advisor Cincinnati OH
96 score

Ronda Koehler

CRD Number: 3060604
Current Firm: Ritter Daniher Financial Advisory, LLC

Ronda Koehler (CRD# 3060604) is an Investment Advisor Representative working at Ritter Daniher Financial Advisory, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry. Ronda Koehler 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
Ritter Daniher Financial Advisory, LLC Cincinnati, OH Jul 2000 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Ronda L. Koehler
Phone Number: 513.233.0715
Registered State(s):
  • CA
  • OH
  • FL
  • KY
By the Numbers
  • Total Assets Under Management
    325
    MILLIONS
  • Total Number of Accounts
    1,079
    ACCOUNTS
  • Average Account Value
    $301,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, KY, OH

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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