John S Payne

Employer firm

Birchcreek Wealth Management, LLC CRD 304207

$300M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2017 → 08/2017
  Warren County Prosecutor'S Office
  Lebanon, OH
• 09/2018 → 08/2021
  Dinsmore & Shohl
  Cincinnati, OH
• 02/2022 → Present
  Practice With Purpose Llc
  Dayton, OH
• 12/2022 → Present
  Birchcreek Wealth Management, Llc
  Miami Township, OH
• 11/2021 → 03/2023
  War Stories Llc
  Cincinnati, OH
• 05/2016 → 06/2018
  University Of Dayton School Of Law
  Dayton, OH

Previous Registrations

• 2012-11-16 → 2016-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
  Miamisburg, OH

Other Businesses

1) PRACTICE WITH PURPOSE LLC; NON-INVESTMENT RELATED; 109 N. MAIN ST., SUITE 500, DAYTON, OH. 45402; LAW PRACTICE; OF COUNSEL ATTORNEY; 02/2022; APPX. 6 HRS/MNTH; PROVIDES CLIENTS WITH LEGAL ADVICE AND MAY REPRESENT THEM IN CIVIL OR CRIMINALS TRIALS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-27
• S66 Uniform Combined State Law Examination
  2012-11-15

Designations

• Certified Financial Planner

Other Names

• John Sayre Payne
• John Sayre Payne