Ss + D Financial

Ss + D Financial (CRD# 125046) is a financial advisory firm headquartered in Dayton, OH. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details

40 N. Main Street, Suite 1800, Dayton, OH 45423

http://www.ssdfinancial.com

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

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
Pension consulting services
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

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.

OH, TN

Financial Advisors at Ss + D Financial

Showing 1 - 6 of 6 top financial advisors.

1

Michael P. Moloney

CRD#: 4627954

,

96

Wealthminder

score

Michael Moloney (CRD# 4627954) is an Investment Advisor Representative working at Ss + D Financial in , and has over 15 years of experience in the finance industry. Michael Moloney 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

Robert G. Hanseman

CRD#: 6018977

40 N. Main Street, Suite 1800, Dayton, OH 45423

93

Wealthminder

score

Robert Hanseman (CRD# 6018977) is an Investment Advisor Representative working at Ss + D Financial in Dayton, OH and has over 5 years of experience in the finance industry.

3

Dan R. Springfield

CRD#: 6002702

40 N. Main Street, Suite 1800, Dayton, OH 45423

93

Wealthminder

score

Dan Springfield (CRD# 6002702) is an Investment Advisor Representative working at Ss + D Financial in Dayton, OH and has over 6 years of experience in the finance industry.

4

Simon R. Wadsworth

CRD#: 5981240

40 N. Main Street, Suite 1800, Dayton, OH 45423

93

Wealthminder

score

Simon Wadsworth (CRD# 5981240) is an Investment Advisor Representative working at Ss + D Financial in Dayton, OH and has over 6 years of experience in the finance industry.

5

Edward G. Wiley

CRD#: 4350331

40 N. Main Street, Suite 1800, Dayton, OH 45423

93

Wealthminder

score

Edward Wiley (CRD# 4350331) is an Investment Advisor Representative working at Ss + D Financial in Dayton, OH and has over 16 years of experience in the finance industry.

6

Douglas M. Meyer

CRD#: 6606839

40 N. Main Street, Suite 1800, Dayton, OH 45423

89

Wealthminder

score

Douglas Meyer (CRD# 6606839) is an Investment Advisor Representative working at Ss + D Financial in Dayton, OH and has over 2 years of experience in the finance industry.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals