Unclaimed Profile

Daniel Edward Souders

SOUDERS FINANCIAL ADVISORS, LLC·CINCINNATI, Ohio

Clean recordSOUDERS FINANCIAL ADVISORS, LLC

5968 BRIDGETOWN ROAD, CINCINNATI, OH 45248CRD# 1999479Firm CRD# 296780

Profile Verification

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

Identity

Daniel Edward Souders · CINCINNATI, OH

Registration

CRD #1999479 · SOUDERS FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Edward Souders is a registered financial advisor based in CINCINNATI, Ohio, affiliated with SOUDERS FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SOUDERS FINANCIAL ADVISORS, LLC

AUM

$890M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOUDERS FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1999479

Firm CRD# 296780

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Edward Souders offer?

Daniel Edward Souders specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Daniel Edward Souders's credentials?

Daniel Edward Souders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Edward Souders located?

Daniel Edward Souders 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 Daniel Edward Souders charge for services?

Daniel Edward Souders'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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