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Profil
Mr. Daniel E.
Souders is a President & Founder at Souders Financial Advisors LLC.
He founded the firm in 1992.
He specializes in the financial planning needs of individuals and families, as well as the unique needs of small business owners.
Mr. Souders began his career in the financial services industry in 1989, working as a Financial Advisor in Cincinnati.
He was previously employed as a Director & Chief Executive Officer by Advantage Investment Management LLC.
He earned his Bachelor degree in Business Administration from the University of Cincinnati and later earned his CFP® certification from the College of Financial Planning.
He is also a Retirement Income Certified Professional.
Postes actifs de Dan Souders
| Sociétés | Poste | Début |
|---|---|---|
Souders Financial Advisors LLC
 Souders Financial Advisors LLC Investment ManagersFinance SFA seeks to create an investment portfolio tailored to their client’s objectives that can help ensure their assets are strategically allocated, diversified and managed over time, based on the client’s needs and risk tolerance. The firm makes recommendations relating to various investment asset types they believe will meet a client’s needs. | Fondateur | 01/01/1992 |
Anciens postes connus de Dan Souders
| Sociétés | Poste | Fin |
|---|---|---|
Advantage Investment Management LLC
 Advantage Investment Management LLC Investment ManagersFinance Provides investment advice | Directeur Général | - |
Formation de Dan Souders
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advantage Investment Management LLC
Advantage Investment Management LLC Investment ManagersFinance Provides investment advice | Finance |
Souders Financial Advisors LLC
Souders Financial Advisors LLC Investment ManagersFinance SFA seeks to create an investment portfolio tailored to their client’s objectives that can help ensure their assets are strategically allocated, diversified and managed over time, based on the client’s needs and risk tolerance. The firm makes recommendations relating to various investment asset types they believe will meet a client’s needs. | Finance |
