Great American Advisors, Inc.

Great American Advisors, Inc. (CRD# 36451) is a financial advisory firm headquartered in Cincinnati, OH. They manage $36,400,000 in 21 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $1,733,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, DE, GA, NC, OH, PA, RI, SC, UT

Financial Advisors at Great American Advisors, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Peter J. Nerone
CRD#: 1953641
Great American Insurance Tower - 11-s, 301 E. Fourth Street, Cincinnati, OH 45202
96
Wealthminder
score

Peter Nerone (CRD# 1953641) is an Investment Advisor Representative working at Great American Advisors, Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry.

2
Kristopher L. Davis
CRD#: 4293405
White Bear Lake, MN
93
Wealthminder
score

Kristopher Davis (CRD# 4293405) is an Investment Advisor Representative working at Great American Advisors, Inc. in White Bear Lake, MN and has over 15 years of experience in the finance industry.

3
Brian J. Goldberg
CRD#: 5237509
Atlanta, GA
93
Wealthminder
score

Brian Goldberg (CRD# 5237509) is an Investment Advisor Representative working at Great American Advisors, Inc. in Atlanta, GA and has over 9 years of experience in the finance industry.

4
Steven R. Koecheler
CRD#: 5153753
Denver, CO
93
Wealthminder
score

Steven Koecheler (CRD# 5153753) is an Investment Advisor Representative working at Great American Advisors, Inc. in Denver, CO and has over 7 years of experience in the finance industry.

5
Scott A. Kramer
CRD#: 4941092
Great American Insurance Tower - 11-s, 301 E. Fourth Street, Cincinnati, OH 45202
93
Wealthminder
score

Scott Kramer (CRD# 4941092) is an Investment Advisor Representative working at Great American Advisors, Inc. in Cincinnati, OH and has over 11 years of experience in the finance industry.

6
David A. Mebius
CRD#: 5764355
Great American Insurance Tower, 12-n, 301 E. Fourth Street, Cincinnati, OH 45202
93
Wealthminder
score

David Mebius (CRD# 5764355) is an Investment Advisor Representative working at Great American Advisors, Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.

7
Steven J. Neperud
CRD#: 2625783
Great American Insurance Tower, 12-n, 301 E. Fourth Street, Cincinnati, OH 45202
93
Wealthminder
score

Steven Neperud (CRD# 2625783) is an Investment Advisor Representative working at Great American Advisors, Inc. in Cincinnati, OH and has over 21 years of experience in the finance industry.

8
Christine A. Owens
CRD#: 4627105
Long Beach, CA
93
Wealthminder
score

Christine Owens (CRD# 4627105) is an Investment Advisor Representative working at Great American Advisors, Inc. in Long Beach, CA and has over 13 years of experience in the finance industry.

9
Steven R. Schneider
CRD#: 3207620
Great American Insurance Tower, 12-n, 301 E. Fourth Street, Cincinnati, OH 45202
93
Wealthminder
score

Steven Schneider (CRD# 3207620) is an Investment Advisor Representative working at Great American Advisors, Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry.

10
Philip A. Poonoosamy
CRD#: 5920346
Great American Insurance Tower, 12-n, 301 E. Fourth Street, Cincinnati, OH 45202
90
Wealthminder
score

Philip Poonoosamy (CRD# 5920346) is an Investment Advisor Representative working at Great American Advisors, Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.

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