Catherine Zaino, financial advisor Cincinnati OH

Catherine Zaino

CRD Number: 1782498
Current Firm: Souders Financial Advisors, LLC

Catherine Zaino (CRD# 1782498) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry.

Similar Advisors
Ted Abner, financial advisor Cincinnati OH
Ted J. Abner
CRD# 6208290
Fidelity Personal And Workplace Advisors
Similar Advisors
Phillip Abshire, financial advisor Cincinnati OH
Phillip F. Abshire
CRD# 2667585
Edward Jones
Similar Advisors
Gregory Achten, financial advisor Cincinnati OH
Gregory G. Achten
CRD# 2076400
Ubs Financial Services Inc.
Company Name Location Dates Years
Souders Financial Advisors, LLC Springfield, OH Aug 2019 - Current 4
Advantage Investment Management, LLC Springfield, OH Sep 2013 - Aug 2019 5
Lpl Financial LLC Springfield, OH Aug 2013 - Aug 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Catherine C. Zaino
Phone Number: 513-598-2400
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    697
    MILLIONS
  • Total Number of Accounts
    2,798
    ACCOUNTS
  • Average Account Value
    $249,129
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, IL, IN, KY, MI, OH, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Catherine Zaino 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.