Souders Financial Advisors, LLC

Souders Financial Advisors, LLC (CRD# 296780) is a financial advisory firm headquartered in Cincinnati, OH. They manage $889,941,825 in 3,050 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
5968 Bridgetown Road, Cincinnati, OH 45248
https://www.myscaretirement.com/
By the Numbers
  • Total Assets Under Management
    890
    MILLION
  • Total Number of Accounts
    3,050
    ACCOUNTS
  • Average Account Value
    $291,784
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, NC, OH, TX, WI

Financial Advisors at Souders Financial Advisors, LLC
Showing 11 - 14 of 14 top financial advisors.
11
David Treft, financial advisor Cincinnati OH
David F. Treft
CRD#: 4561009
5968 Bridgetown Road, Cincinnati, OH 45248

David Treft (CRD# 4561009) 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.

12
Catherine Zaino, financial advisor Cincinnati OH
Catherine C. Zaino
CRD#: 1782498
5968 Bridgetown Road, Cincinnati, OH 45248

Catherine Zaino (CRD# 1782498) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry.

13
Christopher McMillan, financial advisor Cincinnati OH
Christopher H. McMillan
CRD#: 7256057
5968 Bridgetown Road, Cincinnati, OH 45248

Christopher McMillan (CRD# 7256057) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 3 years of experience in the finance industry.

14
Michael Treft, financial advisor Cincinnati OH
Michael Treft
CRD#: 7242284
5968 Bridgetown Road, Cincinnati, OH 45248

Michael Treft (CRD# 7242284) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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