Pca Investment Advisory Services, Inc.

Pca Investment Advisory Services, Inc. (CRD# 123475) is a financial advisory firm headquartered in Cincinnati, OH. They manage $840,971,343 in 413 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    841
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $2,036,250
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

IN, KY, OH

Financial Advisors at Pca Investment Advisory Services, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Mark A. Janszen
CRD#: 5403890
2133 Luray Avenue, Cincinnati, OH 45206
96
Wealthminder
score

Mark Janszen (CRD# 5403890) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry. Mark Janszen 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
Zachary M. Burns
CRD#: 4402336
2133 Luray Avenue, Cincinnati, OH 45206
93
Wealthminder
score

Zachary Burns (CRD# 4402336) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 14 years of experience in the finance industry.

3
James R. Eckerle
CRD#: 1656209
2133 Luray Avenue, Cincinnati, OH 45206
93
Wealthminder
score

James Eckerle (CRD# 1656209) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.

4
Mark D. Holly
CRD#: 1834699
2133 Luray Avenue, Cincinnati, OH 45206
93
Wealthminder
score

Mark Holly (CRD# 1834699) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 28 years of experience in the finance industry.

5
Thomas E. Seitz
CRD#: 1238435
2133 Luray Avenue, Cincinnati, OH 45206
93
Wealthminder
score

Thomas Seitz (CRD# 1238435) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 14 years of experience in the finance industry.

6
Seth R. Priestle
CRD#: 6322781
2133 Luray Avenue, Cincinnati, OH 45206
92
Wealthminder
score

Seth Priestle (CRD# 6322781) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry. Seth Priestle 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.

7
John M. Foltz
CRD#: 5101065
2133 Luray Avenue, Cincinnati, OH 45206
87
Wealthminder
score

John Foltz (CRD# 5101065) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

8
Timothy M. O'conner
CRD#: 6621208
2133 Luray Avenue, Cincinnati, OH 45206
87
Wealthminder
score

Timothy O'conner (CRD# 6621208) is an Investment Advisor Representative working at Pca Investment Advisory Services, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

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