Ryan F. Antepenko AIF®
Rosselot Financial Group, Inc

Tel: (513) 232-6500
7450 Jager Ct
Cincinnati, OH 45230

Plan For Life

Rosselot Financial Group, Inc | Financial Advisor in Cincinnati ,OH

About Rosselot Financial Group, Inc

Our mission is to facilitate the creation and maintenance of financial independence for our clients while providing service that exceeds their expectations. The Rosselot Financial Group provides pre-retirement planning, business continuation, wealth transfer, and personal financial strategies to business owners, highly compensated individuals, and individuals enjoying their retirement years. By offering multi-generational planners and attention to the most intimate goals and dreams of our clients, we are committed to being trusted advisors and confidants to them, their children and grandchildren. We strive to be recognized as an industry leading, family-owned organization with an understanding of the importance of accumulating, preserving and transferring wealth while maintaining family values and relationships to perpetuate our clients` businesses, careers, and communities. By being sensitive to our client relationships, both our clients and our organization succeed in an evolving financial world.


General Information

Firm Start Year:   1983
No.of Employees:   10-19
Name of Broker/Dealer:   Cambridge Investment Research
Name of Custodial Firm:   Pershing, SEI, Trust Company of America
States Licensed in:   FINRA State Registrations : AZ, CA, CO, DC, FL, IL, IN, KY, MD, MN, MO, NC, NM, NY, OH, PA, SC, SD, VA

Insurance Licenses : OH, IN, KY
Number of Years with Current Firm:   15
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services

Investment Types:   Stocks , Annuities , Insurance , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , At my office , At your home , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Variable Annuity , Variable Life , Long Term Care , Life , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA) , Million Dollar Roundtable


Firm Information

Firm's Number of Clients:   625
Assets Managed by Firm:   $200,000,000
Advisor's Number of Clients:   200


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee , Commissions
Fee % Based on Assets:   1-1.5
Additional Details on Charges:   We will charge a flat fee for planning or an hourly rate if that is preferential to the client. We will discuss fees after/during your free consultation.
Minimum Fee Charged for Hourly Planning Accounts:   $100
Minimum Fee Charged for Flat Fee Accounts:   $500



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, it is spelled out in the fee agreement or planning agreement.
  • What are your qualifications? What is your education background? Our team has over 50 years of combined experience and has multiple licenses and qualifications
  • What is your approach to financial planning? Our tag line "Plan For Life" aims to explain that we take a planning approach. We do not simply want to manage your assets or sell you products we want to find out your needs and then advise you as to what we would do if we were in your shoes.
  • What services do you offer? See our website for a complete list of services: www.rosselotfinancial.com
  • How many clients do you currently manage? Our team manages over 600 clients
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Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Rosselot Financial Group are not affiliated.

 Ryan F. Antepenko AIF®

Ryan F. Antepenko AIF®


Ryan began working for at The Rosselot Financial Group in 2003. He focuses on comprehensive financial plans by listening to your goals and building strategies with which you are comfortable. Best of all, Ryan stresses to be on time, keep you informed and provide top-notch service which exceeds your expectations.

Communities Served

All States

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Compensation Arrangements

Check