Well Spent Wealth Planning

Well Spent Wealth Planning (CRD# 305032) is a financial advisory firm headquartered in Cincinnati, OH. They manage $30,427,483 in 239 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9435 Waterstone Blvd. Suite 140-1, Cincinnati, OH 45249
http://wellspentplanning.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $127,312
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Well Spent Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Danielle Seurkamp, financial advisor Loveland OH
Danielle R. Seurkamp
CRD#: 5869012
Loveland, OH

Danielle Seurkamp (CRD# 5869012) is an Investment Advisor Representative working at Well Spent Wealth Planning in Loveland, OH and has 1 year 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.

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