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Michael Anthony Souders

Souders Financial Advisors, LLC

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About Michael Anthony Souders

Michael Souders is a financial advisor with Souders Financial Advisors, LLC. Michael has been in the financial services industry for over 10 years and is a CERTIFIED FINANCIAL PLANNER™. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Michael is also registered as an investment advisor representative (IAR) with Souders Financial Advisors, LLC.

Firm Information

Michael Souders is currently registered with Souders Financial Advisors, LLC. Souders Financial Advisors, LLC is an investment advisory firm located in Cincinnati, Ohio. The firm manages over $889.9 million in assets for a diverse clientele including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
Souders Financial Advisors, LLC

5968 BRIDGETOWN ROAD

CINCINNATI, OH 45248

$889.94M

Assets Under Management

40

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Souders’s Registration & Firm History

OH

06/21/2018 - Present

Souders Financial Advisors, LLC (Cincinnati OH)

OH

06/01/2018 - 08/20/2018

PRIVATE CLIENT SERVICES, LLC (CINCINNATI OH)

OH

07/31/2012 - 06/06/2018

LPL FINANCIAL LLC (CINCINNATI OH)

OH

08/18/2011 - 07/31/2012

NATIONAL PLANNING CORPORATION (CINCINNATI OH)

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Licenses & Designations

BC

Issued 10/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Anthony Souders.
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