Unclaimed Profile

Brian Patrick Schweder

SOUDERS FINANCIAL ADVISORS, LLC·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 63, Series 66Clean record17 years registeredSOUDERS FINANCIAL ADVISORS, LLC

5968 BRIDGETOWN ROAD, CINCINNATI, OH 45248CRD# 3063246Firm CRD# 296780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Patrick Schweder · CINCINNATI, OH

Registration

CRD #3063246 · SOUDERS FINANCIAL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SOUDERS FINANCIAL ADVISORS, LLC

Jun 2018 – present

LPL FINANCIAL LLC

Jan 2013 – Jun 2018

CINCINNATI, OH

ADVANTAGE INVESTMENT MANAGEMENT, LLC

Apr 2009 – Jun 2018

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · April 29, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUDERS FINANCIAL ADVISORS, LLC

CRD 296780 · SEC 801-113263

AUM

$890M

Regulatory assets under management

Employees

3,050 client accounts

Services offered by SOUDERS FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SOUDERS FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Patrick Schweder offer?

Brian Patrick Schweder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Brian Patrick Schweder's credentials?

Brian Patrick Schweder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Patrick Schweder located?

Brian Patrick Schweder is based in CINCINNATI, Ohio, working with SOUDERS FINANCIAL ADVISORS, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Brian Patrick Schweder charge for services?

Brian Patrick Schweder's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUDERS FINANCIAL ADVISORS, LLC?

SOUDERS FINANCIAL ADVISORS, LLC has approximately 19 employees and manages $890M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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