Brian Patrick Giesting

Employer firm

Souders Financial Advisors, LLC CRD 296780

$1.41B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 06/2018
  Lpl Financial Llc
  Cincinnati, OH
• 09/2011 → 05/2018
  Advantage Investment Management, Llc
  Cedar Rapids, IA
• 06/2018 → Present
  Private Client Services
  Cincinnati, OH

Previous Registrations

• 2011-09-22 → 2018-06-11
  Advantage Investment Management, Llc
  Cincinnati, OH

Other Businesses

1) INSURANCE BUSINESS (SALES) 2) IAR OF SOUDERS FINANCIAL ADVISORS (SFA) 5968 BRIDGETOWN ROAD, CINCINNATI, OH. INVESTMENT ADVISOR REPRESENTATIVE OF SFA. IAR. 3) SOUDERS FINANCIAL GROUP. 5968 BRIDGETOWN RD, CINCINNATI, OH. DBA NAME FOR BROKERAGE BASED SECURITIES BUSINESS. SELLING SECURITIES. 32 HOURS/MO; 32 DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-09-18

Other Names

• Brian Giesting