AdvisorOS Directory
Claim Profile
SP

Sonya Denise Presper

PRESPER FINANCIAL ARCHITECTS, LLC·AKRON, Ohio
Unclaimed Profile
441 WOLF LEDGES PARKWAY, AKRON, OH 44311-1077CRD# 6959055Firm CRD# 297538
01

About

Sonya Denise Presper is a registered financial advisor based in AKRON, Ohio, affiliated with PRESPER FINANCIAL ARCHITECTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PRESPER FINANCIAL ARCHITECTS, LLC
PRESPER FINANCIAL ARCHITECTS, LLC
AUM
$289M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PRESPER FINANCIAL ARCHITECTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6959055
Firm CRD# 297538
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AKRON?

Browse all registered financial advisors in AKRON, Ohio or claim this profile if it's yours.

Browse AKRON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sonya Denise Presper offer?
Sonya Denise Presper specializes in Financial Planning, Investment Management. Contact their office in AKRON, Ohio for a consultation.
What are Sonya Denise Presper's credentials?
Sonya Denise Presper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sonya Denise Presper located?
Sonya Denise Presper is based in AKRON, Ohio, working with PRESPER FINANCIAL ARCHITECTS, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Sonya Denise Presper charge for services?
Sonya Denise Presper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRESPER FINANCIAL ARCHITECTS, LLC?
PRESPER FINANCIAL ARCHITECTS, LLC has approximately 8 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AKRON
Tina Tan Oelschlager — OELSCHLAGER INVESTMENTS LLCDavid Kenton Critzer — VALMARK ADVISERS INCAaron Winfield Seil — TRUE WEALTH DESIGN, LLCChristopher Brian Thom — SEQUOIA FINANCIAL ADVISORS, L.L.C.Thomas Michael Presper — PRESPER FINANCIAL ARCHITECTS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile