Find Top Financial Advisors in Dayton


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Qualifications of Financial Advisor in Dayton

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.



Financial Advisors in Dayton, Ohio
Financial Advisor Office Location Phone Number
Rob Russell,
Russell Total Wealth Management
3174 presidential drive,
Beavercreek, OH  45324
(937) 320-4733
Justin Kattau,
Financial Engines Advisors, LLC
10100 Innovation Drive,
Dayton, OH  45342
(937) 431-1925
Tom Neess,
Independent Financial Resources, LLC
8118 Corporate Way, Ste. 165,
Mason, OH  45040
(513) 701-1099
Maria Santiago,
Financial Engines Advisors, LLC
Summit Woods I Building,
Cincinnati, OH  45241

7310 Turfway Road Suite 550,
Devon, KY  41042
(513) 985-0100

(859) 372-6645
Riley Larimore,
Financial Engines Advisors, LLC
5080 Tuttle Crossing Blvd,
Dublin, OH  43016
(614) 717-0707

Information on Qualified Financial Advisors in Dayton

Russell Total Wealth Management

Robert (Rob) Russell is the President and co-founder of Russell Total Wealth Management. He lives to drive innovation in the investing world and absolutely loves to help clients create a plan that allows them to retire on "their terms." Rob is obsessive about creating a culture that his employees to be part of and a client experience second to none.

7 Interesting Facts About Rob:

Reagan, Robs youngest child, was named after President Ronald Reagan.

Rob cared for his grandparents, Alice and Walter, full-time after graduating high school before entering college at Wright State University.

Rob's life story and company roots have been featured on TV nationally on the BIO Channel.

Originally, Rob was going to school to become a radiologist, but ended up falling in love with business at Wright State University.

Rob loves to cook, enjoys wine, traveling with his family (especially to Disney and the Caribbean), and exercise&and hes trying to learn how to ride a unicycle.

After writing his best-selling book, Retirement Held Hostage, Rob was offered a contract with Forbes to write a financial column that challenges the status quo about retirement planning. His articles have been read by over 500,000 people.

Robs ideas and perspectives on the markets have appeared on CNBC and Fox Business which are televised in over 65 countries.

Qualifications CRD#: 4667804
FirmCRD#: ---
Series 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 3174 presidential drive,
Beavercreek,OH  45324

Phone Number (937)3204733


About Russell Total Wealth Management

Rob Russell There's a difference between investing and total wealth management.

At Russell Total Wealth Management we help you integrate your tax, estate, and
investment strategy into one cohesive plan that is custom designed for you. Our
roots stretch back to 1972 when we focused primarily on tax strategies for
individual clients and businesses. Over the years, through technology and
innovation, we've been able to develop wealth management strategies to our
clients that were previously only available to institutional ("Smart Money")
investors.

Our goal, has been and always will be, to change clients for the better and drive
innovation through our trademarked processes. We host a weekly radio show on
WHIO "Total Wealth Radio", we've authored a best-selling book, our story has
been featured nationally on the BIO channel, and our advice has been featured in
over 60 countries around the world on CNBC, FOXBusiness, Forbes, Kiplinger,
and The Wall Street Journal.




Financial Engines Advisors, LLC

Joined Financial Engines in 2014. Began his career in the financial services industry in 2007.
Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA.
Bachelor's degree in Business Administration from Morehead State University.
Lifelong resident of the great state of Ohio! Justin enjoys golfing, going to sporting events, and spending time with his family.

Qualifications CRD#: 5425237
FirmCRD#: 104510
Series 7, 63, 66

Compensation/Fees I am a Fee-Based financial professional


Office Location 10100 Innovation Drive,
Dayton,OH  45342

Phone Number (937)4311925


About Financial Engines Advisors, LLC

Justin Kattau Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Independent Financial Resources, LLC


About Independent Financial Resources, LLC

Tom Neess I serve my clients by listening to how they feel about their circumstances and equipping them with the ability to view issues from different perspectives so that they may weigh those fairly in helping them make good decisions for themselves.

Qualifications CRD#: 1579248
FirmCRD#: ---
Series 7, 8, 63, 65

Compensation/Fees I am a fee-based financial professional, Based on Assets, Commissions


Office Location 8118 Corporate Way, Ste. 165,
Mason,OH  45040

Phone Number (513)7011099





Financial Engines Advisors, LLC

Joined Financial Engines in 2009. Began her career in the financial services industry in 2009.
Successfully completed the Series 65 examination(s) administered by FINRA.
Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s).
Lifelong resident of Ohio.
Has two children: Olivia and Lisette. Maria enjoys traveling, running, and spending time with family and friends.

Qualifications CRD#: 5967144
FirmCRD#: 104510
Series 65

Compensation/Fees I am a Fee-Based financial professional


Office Location Summit Woods I Building,
Cincinnati,OH  45241


7310 Turfway Road Suite 550,
Devon,KY  41042

Phone Number (513)9850100

(859)3726645


About Financial Engines Advisors, LLC

Maria Santiago Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Financial Engines Advisors, LLC

Joined Financial Engines in 2008. Began his career in the financial services industry in 2008.
Successfully completed the Series 65 examination(s) administered by FINRA.
Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®), and Accredited Wealth Management AdvisorSM (AWMA®) designation(s).
Bachelor's degree in Risk Management from Ball State University.
Hometown is Merrillville, IN.
Riley enjoys pending time with friends and family, running, swimming, and cycling.

Qualifications CRD#: 5521279
FirmCRD#: 104510
Series 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 5080 Tuttle Crossing Blvd,
Dublin,OH  43016

Phone Number (614)717-0707


About Financial Engines Advisors, LLC

Riley Larimore Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




List of Additional Financial Advisors in or around Dayton, Ohio
Anderson Financial Strategies, LLC Dayton, OH
Crew Capital Management, Ltd. Cincinnati, OH

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