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).

Current Firm Details
40 N. Main Street, Suite 1800, Dayton, OH 45423
http://www.ssdfinancial.com
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 Moloney, financial advisor Dayton OH
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 14 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 Wiley, financial advisor Dayton OH
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 Hanseman, financial advisor Dayton OH
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 4 years of experience in the finance industry.

4
Dan Springfield, financial advisor Dayton OH
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 Wadsworth, financial advisor Dayton OH
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 5 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

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