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Michael Treft

Souders Financial Advisors, LLC

Cincinnati, OH

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Current Employers
Souders Financial Advisors, Llc

5968 Bridgetown Road, Cincinnati, OH 45248 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-07-02
OH RA APPROVED 2020-07-02
  • IN RA
    APPROVED
    Since 2020-07-02
  • OH RA
    APPROVED
    Since 2020-07-02

Branch Locations

5968 Bridgetown Road, Cincinnati, OH 45248 • 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
Souders Financial Group, Inc. Cincinnati OH 09/2019 Present
Tpc Rivers Bend Maineville OH 05/2019 08/2019
Great American Insurance Company Cincinnati OH 12/2016 05/2019
Which Wich Cincinnati OH 08/2016 12/2016
  • 09/2019 → Present
    Souders Financial Group, Inc.
    Cincinnati, OH
  • 05/2019 → 08/2019
    Tpc Rivers Bend
    Maineville, OH
  • 12/2016 → 05/2019
    Great American Insurance Company
    Cincinnati, OH
  • 08/2016 → 12/2016
    Which Wich
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-02
  • S65 Uniform Investment Adviser Law Examination
    2020-07-02

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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