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Danielle R Seurkamp

Well Spent Wealth Planning

Loveland, OH

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Current Employers
Well Spent Wealth Planning

Loveland, OH • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-12
OH RA APPROVED 2019-08-22
  • TX RA
    APPROVED_RES
    Since 2021-11-12
  • OH RA
    APPROVED
    Since 2019-08-22

Branch Locations

Loveland, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Asset Advisory Group, Inc. Cincinnati OH 12/2014 06/2019
Well Spent Llc Loveland OH 07/2019 Present
  • 12/2014 → 06/2019
    The Asset Advisory Group, Inc.
    Cincinnati, OH
  • 07/2019 → Present
    Well Spent Llc
    Loveland, OH
Previous Registrations
  • 2015-02-02 → 2019-07-12
    Asset Advisory Group Inc
    Cincinnati, OH
  • 2011-02-11 → 2014-12-03
    Foster & Motley Inc
    Cincinnati, OH
Designations

View on SEC IAPD

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