Dan Souders

Founder at

Souders Financial Advisors LLC

Finance

Consumer Services

Profile

Mr. Daniel E.
Souders is a President & Founder at Souders Financial Advisors LLC.
He founded the firm in 1992.
He specializes in the financial planning needs of individuals and families, as well as the unique needs of small business owners.
Mr. Souders began his career in the financial services industry in 1989, working as a Financial Advisor in Cincinnati.
He was previously employed as a Director & Chief Executive Officer by Advantage Investment Management LLC.
He earned his Bachelor degree in Business Administration from the University of Cincinnati and later earned his CFP® certification from the College of Financial Planning.
He is also a Retirement Income Certified Professional.

Dan Souders active positions

Companies	Position	Start
Souders Financial Advisors LLC Souders Financial Advisors LLC Investment ManagersFinance SFA seeks to create an investment portfolio tailored to their client’s objectives that can help ensure their assets are strategically allocated, diversified and managed over time, based on the client’s needs and risk tolerance. The firm makes recommendations relating to various investment asset types they believe will meet a client’s needs.	Founder	1991-12-31

All active positions of Dan Souders

Former positions of Dan Souders

Companies	Position	End
Advantage Investment Management LLC Advantage Investment Management LLC Investment ManagersFinance Provides investment advice	Chief Executive Officer	-

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Linked companies

Private companies	3
University of Cincinnati (Ohio) University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Advantage Investment Management LLC Advantage Investment Management LLC Investment ManagersFinance Provides investment advice	Finance
Souders Financial Advisors LLC Souders Financial Advisors LLC Investment ManagersFinance SFA seeks to create an investment portfolio tailored to their client’s objectives that can help ensure their assets are strategically allocated, diversified and managed over time, based on the client’s needs and risk tolerance. The firm makes recommendations relating to various investment asset types they believe will meet a client’s needs.	Finance