Daniel Edward Souders
Fondateur chez Souders Financial Advisors LLC
Profil
Mr. Daniel E.
Souders is a President & Founder at Souders Financial Advisors LLC.
He began his career in the financial services industry in 1989, working as a Financial Advisor in Cincinnati.
He founded SFG 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 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 Daniel Edward Souders
Sociétés | Poste | Début |
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Souders Financial Advisors LLC
Souders Financial Advisors LLC Investment ManagersFinance Souders Financial Advisors LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Daniel E. Souders in 1992 and is a subsidiary of Souders Financial Group, Inc. SFA provides investment management and financial planning for individuals and families, and 401(k), profit-sharing and defined contribution plans for businesses. | Fondateur | 01/01/1992 |
Anciens postes connus de Daniel Edward Souders
Sociétés | Poste | Fin |
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Advantage Investment Management LLC
Advantage Investment Management LLC Investment ManagersFinance Part of Advantage Financial Group, Inc., Advantage Investment Management LLC is a company that provides investment advice. The company is based in Cedar Rapids, IA and was founded in 2008. | Directeur Général | - |
Formation de Daniel Edward Souders
University of Cincinnati (Ohio) | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Entreprise privées | 2 |
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Advantage Investment Management LLC
Advantage Investment Management LLC Investment ManagersFinance Part of Advantage Financial Group, Inc., Advantage Investment Management LLC is a company that provides investment advice. The company is based in Cedar Rapids, IA and was founded in 2008. | Finance |
Souders Financial Advisors LLC
Souders Financial Advisors LLC Investment ManagersFinance Souders Financial Advisors LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Daniel E. Souders in 1992 and is a subsidiary of Souders Financial Group, Inc. SFA provides investment management and financial planning for individuals and families, and 401(k), profit-sharing and defined contribution plans for businesses. | Finance |