David Bodnar Advisors LLC

David Bodnar Advisors LLC (CRD# 138298) is a financial advisory firm headquartered in Cincinnati, OH. They manage $69,171,800 in 348 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $198,770
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, OH

Financial Advisors at David Bodnar Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
David P. Bodnar
CRD#: 1994752
6725 Miami Avenue, Suite 101, Cincinnati, OH 45243
96
Wealthminder
score

David Bodnar (CRD# 1994752) is an Investment Advisor Representative working at David Bodnar Advisors LLC in Cincinnati, OH and has over 25 years of experience in the finance industry. David Bodnar 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.

2
Mark H. Schnizer
CRD#: 1812185
5721 Dragon Way, Ppa Building, Cincinnati, OH 45227
87
Wealthminder
score

Mark Schnizer (CRD# 1812185) is an Investment Advisor Representative working at David Bodnar Advisors LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

3
Matthew H. Richardson
CRD#: 3199694
6725 Miami Avenue, Suite 101, Cincinnati, OH 45243
86
Wealthminder
score

Matthew Richardson (CRD# 3199694) is an Investment Advisor Representative working at David Bodnar Advisors LLC in Cincinnati, OH and has over 11 years of experience in the finance industry. Matthew Richardson 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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