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).

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
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.

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