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).
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Total Assets Under Management697MILLION
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Total Number of Accounts2,798ACCOUNTS
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Average Account Value$249,129
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, CO, FL, IL, IN, KY, MI, OH, TX, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.