Brian Patrick Schweder

Current Employers

Employment History

• 07/2012 → 06/2018
  Lpl Financial Llc
  Cincinnati, OH
• 04/2009 → 06/2018
  Advantage Investment Management, Llc
  Cedar Rapids, IA
• 06/2018 → Present
  Private Client Services
  Cincinnati, OH
• 02/1998 → Present
  Souders Financial Advisors
  Cincinnati, OH

Previous Registrations

• 2009-04-29 → 2018-06-11
  Advantage Investment Management, Llc
  Cincinnati, OH
• 2013-01-11 → 2018-06-06
  Lpl Financial Llc
  Cincinnati, OH
  Cincinnati, OH
  San Diego, CA

Other Businesses

1) ACCOMPANY BENEFITS. 8415 PULSAR PLACE, #200, COLUMBUS, OH 43240. INSURANCE AGENT, INDEPENDENT CONTRACTOR FOR GROUP BENEFITS AND INDIVIDUAL BENEFITS. ALL SECURITIES BUSINESS GOES THROUGH PCS OR RFG RIA. INDEPENDENT CONTRACTOR FOR GROUP AND INDIVIDUAL BENEFITS. 10 HOURS/MO; 10 DURING TRADING HOURS. 2) BPS FINANCIAL SERVICES, LLC. 5968 BRIDGETOWN RD, CINCINNATI, OH. BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY. COMMISSION AND FEES WITH PCS AND SFG RIA. 3) SOUDERS FINANCIAL GROUP, INC. 5968 BRIDGETOWN RD, CINCINNATI, OH 45248. ACT IN A FIDUCIARY CAPACITY. CO-TRUSTEE OF SOUDERS FINANCIAL GROUP, INC 401K. 4) SOUDERS FINANCIAL GROUP, INC. 5968 BRIDGETOWN RD, CINCINNATI, OH 45248. NON-VARIABLE INSURANCE DBA. LIFE, HEALTH, ANNUITY, DISABILTIY, SALES. 5 HOURS/MO; 5 DURING TRADING HOURS. 5) STRATEGIC CAPITAL ADVISORS. 20 S LIMESTONE STREET, SPRINGFIELD, OH 45502. THIS IS FOR DEVELOPMENT OF CORPORTE RETIREMENT PLANS WITH A CO-ADVISOR (PHILIP S. SCOTT) OWNER OF THE COMPANY. BUSINESS DEVELOPMENT. 10 HOURS/MO; 10 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-02
• S63 Uniform Securities Agent State Law Examination
  1999-05-08

Other Names

• Brian Patrick Schweder