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Find Top Financial Advisors in Mason


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Qualifications of Financial Advisor in Mason

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 Mason, Ohio
Financial Advisor Office Location Phone Number
Tom Neess
Independent Financial Resources, LLC
8118 Corporate Way, Ste. 165,
Mason, OH  45040
(513) 701-1099
Maria Santiago
Edelman Financial Engines, LLC
Summit Woods I Building,
Cincinnati, OH  45241
(513) 985-0100
Justin Kattau
Edelman Financial Engines, LLC
10100 Innovation Drive,
Dayton, OH  45342
(937) 431-1925
Chris Wright
Center for Wealth Management
4355 Ferguson Dr, Suite 200,
Cincinnati, OH  45245
(513) 407-5430ext102
Ryan F. Antepenko AIF®
Rosselot Financial Group, Inc
7450 Jager Ct,
Cincinnati, OH  45230
(513) 232-6500
Maria Santiago
Edelman Financial Engines, LLC
7310 Turfway Road Suite 550,
Florence, KY  41042
(859) 372-6645

Information on Qualified Financial Advisors in Mason

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# 5967144
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4263057
Series 7, 63

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


Office Location 4355 Ferguson Dr, Suite 200,
Cincinnati,
OH 
45245
Phone Number (513) 4075430ext102

About Center for Wealth Management

Center for Wealth Management, provides wealth management and investment planning services for individuals, trusts, corporate and qualified pension accounts through LPL Financial. Center for Wealth Management was founded as a financial services firm offering professional wealth management to midsize investors, primarily in our local community. Over the ensuing years our disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk. Today we are a team of skilled professionals that uses our original concept to manage the wealth entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success in terms of client satisfaction. Our approach has resulted in noteworthy expansion and validates that our clients are pursuing their objectives with rewarding consistency. We are partnered with LPL Financial, the nations #1 Independent Broker/Dealer based on revenues according to Financial Planning magazine 1996-2010.



Qualifications CRD# 4758268
FirmCRD# 12984
Series 7, 66

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


Office Location 7450 Jager Ct,
Cincinnati,
OH 
45230
Phone Number (513) 2326500

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.

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.



Qualifications CRD# 5967144
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Mason, Ohio
Crew Capital Management, Ltd. Cincinnati, OH