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Qualifications of Financial Advisor in Dayton

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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
Jay Slouffman,
JRS Wealth Management
5770 Gateway Boulevard, Suite 101,
Mason, OH  45040
(513) 701-9069
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

Qualifications CRD# 4667804
Series 66

Compensation/Fee 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

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.

About Russell Total Wealth Management

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.



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

Compensation/Fee I am a Fee-Based financial professional


Office Location 10100 Innovation Drive,
Suite 160,
Dayton,
OH 
45342
Phone Number (937) 4311925

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.

About Financial Engines Advisors, LLC

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).



Qualifications CRD# 1579248
Series 7, 8, 63, 65

Compensation/Fee 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

About Independent Financial Resources, LLC

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# 4401378
Series 7, 66

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


Office Location 5770 Gateway Boulevard, Suite 101,
Mason,
OH 
45040
Phone Number (513) 7019069

Jay is the financial advisor and founder of JRS Wealth Management, which is affiliated with Prospera Financial Services, a five-time winner of Investment Advisor Magazine's Broker-Dealer of the Year Award. Jay began his career in 2001 with Edward Jones, where he achieved the highest level of business within the organization. He is dedicated to helping individuals, families, estate planning and businesses with investment management and comprehensive financial planning. Jay believes his clients deserve nothing less than a level of service that defines excellence, which is why he puts cutting-edge investment technology and personalized attention at the forefront of everything he does. Each client's success is top priority at JRS Wealth Management. Jay, his wife Ashley, and their two children, reside in Cincinnati, OH. When not at the office, Jay enjoys spending time with his family, reading, playing basketball, golfing and volunteering in his community.

About JRS Wealth Management

JRS Wealth Management is a firm dedicated to providing investment management and strategic wealth planning to fit your goals. Our firm was founded after Jay spent 17 years at a large firm. Wanting to give his clients the level of service that only a small dealer could offer, he opened JRS Wealth Management. Simply put, we strive to be our clients trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.



Qualifications CRD# 5967144
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati,
OH 
45241
Phone Number (513) 9850100

Office Location 7310 Turfway Road Suite 550,
Devon,KY  41042
Phone Number (859) 3726645

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.

About Financial Engines Advisors, LLC

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).



Qualifications CRD# 5521279
FirmCRD# 104510
Series 65

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


Office Location 5080 Tuttle Crossing Blvd,
Suite 350,
Dublin,
OH 
43016
Phone Number (614) 7170707

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.

About Financial Engines Advisors, LLC

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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