Ss + D Financial

Ss + D Financial (CRD# 125046) is a financial advisory firm headquartered in Dayton, OH. They manage $70,425,000 in 219 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $321,575
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
  • Selection of other advisers (including private fund managers)
  • 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 - 5 of 5 top financial advisors.
1
Michael P. Moloney
CRD#: 4627954
40 N. Main Street, Suite 1800, Dayton, OH 45423
96
Wealthminder
score

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

3
Robert G. Hanseman
CRD#: 6018977
40 N. Main Street, Suite 1800, Dayton, OH 45423
90
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.

4
Dan R. Springfield
CRD#: 6002702
40 N. Main Street, Suite 1800, Dayton, OH 45423
90
Wealthminder
score

Dan Springfield (CRD# 6002702) is an Investment Advisor Representative working at Ss + D Financial in Dayton, OH and has over 5 years of experience in the finance industry.

5
Simon R. Wadsworth
CRD#: 5981240
40 N. Main Street, Suite 1800, Dayton, OH 45423
90
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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.