Ssn Advisory, Inc.

Ssn Advisory, Inc. (CRD# 126090) is a financial advisory firm headquartered in Knoxville, TN. They manage $1,482,214,197 in 8,662 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,482
    MILLION
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Ssn Advisory, Inc.
Showing 1 - 10 of 201 top financial advisors.
1
Mason P. Alexander
CRD#: 4437966
431 Ohio Pike, Suite 110, Cincinnati, OH 45255
96
Wealthminder
score

Mason Alexander (CRD# 4437966) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry. Mason Alexander 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
Melanie W. Anderson
CRD#: 1939668
1410 Techny Rd, Northbrook, IL 60062
96
Wealthminder
score

Melanie Anderson (CRD# 1939668) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Northbrook, IL and has over 25 years of experience in the finance industry. Melanie Anderson 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.

3
Rebecca H. Baldus
CRD#: 1071669
Powell, TN
96
Wealthminder
score

Rebecca Baldus (CRD# 1071669) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Powell, TN and has over 33 years of experience in the finance industry. Rebecca Baldus 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.

4
Lori M. Barone
CRD#: 2988502
7630 South County Line Rd, Suite 5, Burr Ridge, IL 60527
96
Wealthminder
score

Lori Barone (CRD# 2988502) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Burr Ridge, IL and has over 18 years of experience in the finance industry. Lori Barone 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.

5
Edward Bell
CRD#: 4472683
12800 University Drive, Suite 200, Fort Myers, FL 33907
96
Wealthminder
score

Edward Bell (CRD# 4472683) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Fort Myers, FL and has over 15 years of experience in the finance industry. Edward Bell 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.

6
Alfred E. Berry
CRD#: 1037841
Norristown, PA
96
Wealthminder
score

Alfred Berry (CRD# 1037841) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Norristown, PA and has over 34 years of experience in the finance industry. Alfred Berry 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.

7
Kyle J. Breitzman
CRD#: 5161223
405 North Calhoun Rd, Suite 106, Brookfield, WI 53005
96
Wealthminder
score

Kyle Breitzman (CRD# 5161223) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Brookfield, WI and has over 10 years of experience in the finance industry. Kyle Breitzman 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.

8
James S. Burcham
CRD#: 1233604
Dunkirk, MD
96
Wealthminder
score

James Burcham (CRD# 1233604) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Dunkirk, MD and has over 32 years of experience in the finance industry. James Burcham 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.

9
Joseph P. Capuano
CRD#: 4455171
San Antonio, TX
96
Wealthminder
score

Joseph Capuano (CRD# 4455171) is an Investment Advisor Representative working at Ssn Advisory, Inc. in San Antonio, TX and has over 15 years of experience in the finance industry. Joseph Capuano 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.

10
Charles B. Carlton
CRD#: 1363606
1512 Alex Drive, Rock Ridge Office Park, Birmingham, AL 35210
96
Wealthminder
score

Charles Carlton (CRD# 1363606) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Birmingham, AL and has over 31 years of experience in the finance industry. Charles Carlton 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.

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