Souders Financial Advisors, LLC

Souders Financial Advisors, LLC (CRD# 296780) is a financial advisory firm headquartered in Cincinnati, OH. They manage $697,062,368 in 2,798 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    697
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Souders Financial Advisors, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Matthew L. Berning
CRD#: 6509848
5968 Bridgetown Road, Cincinnati, OH 45248

Matthew Berning (CRD# 6509848) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

2
Ryan P. Bonaventura
CRD#: 5052230
5968 Bridgetown Road, Cincinnati, OH 45248

Ryan Bonaventura (CRD# 5052230) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

3
Rodney T. Flannery
CRD#: 5591098
8415 Pulsar Place, Suite 205, Columbus, OH 43240

Rodney Flannery (CRD# 5591098) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Columbus, OH and has over 11 years of experience in the finance industry.

4
Brian P. Giesting
CRD#: 4673486
5968 Bridgetown Road, Cincinnati, OH 45248

Brian Giesting (CRD# 4673486) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

5
Thomas K. Macey
CRD#: 4159979
5968 Bridgetown Road, Cincinnati, OH 45248

Thomas Macey (CRD# 4159979) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.

6
Brian P. Schweder
CRD#: 3063246
5968 Bridgetown Road, Cincinnati, OH 45248

Brian Schweder (CRD# 3063246) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

7
Philip S. Scott
CRD#: 2188614
5968 Bridgetown Road, Cincinnati, OH 45248

Philip Scott (CRD# 2188614) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 21 years of experience in the finance industry.

8
Paul F. Solomon
CRD#: 4738797
5968 Bridgetown Road, Cincinnati, OH 45248

Paul Solomon (CRD# 4738797) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

9
Daniel E. Souders
CRD#: 1999479
5968 Bridgetown Road, Cincinnati, OH 45248

Daniel Souders (CRD# 1999479) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 32 years of experience in the finance industry.

10
Michael A. Souders
CRD#: 5810919
5968 Bridgetown Road, Cincinnati, OH 45248

Michael Souders (CRD# 5810919) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.

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