About
Overview
BBB Accredited Since: 6/7/2021
Years in Business: 36
Payment methods:
Check, Venmo, deduction from investments
BBB Accreditation & Rating
About This Business
Products and Services
Photos and Videos
Business Details
- Local BBB:
- BBB Cincinnati
- BBB File Opened:
- 1/28/1994
- Business Started:
- 1/1/1989
- Business Incorporated:
- 1/1/1989
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Robert Siegmann, Chief Operating Officer
- Mr. David D. Wilder, Executive Officer
- Mr. Robert J Lemmons, Director of Finance
Additional Contact Information
- Principal Contacts
- Mr. Robert Siegmann, Chief Operating Officer
- Mr. Robert J Lemmons, Director of Finance
- Customer Contacts
- Mr. Robert Siegmann, Chief Operating Officer
- Fax numbers
- Primary Fax: (513) 984-9270
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 3061599 for this business, issued by FINRA
FINRA
1735 K Street, NW
Washington DC 20006
BBB records show a license number of 174434 for this business, issued by SECURITIES EXCHANGE COMMISSION
SECURITIES EXCHANGE COMMISSION
450 5TH ST NW
WASHINGTON DC 20549
Additional Information
- Refund and Exchange Policy
- We offer a professional guarantee that provides a full refund to clients who are not satisifed with the work completed.
- Other Resources
- BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.
- Business Categories
- Financial Planning Consultants, Investment Advisory Services
More Resources
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