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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-22 |
| TX | RA | APPROVED | 2023-09-22 |
| VA | RA | APPROVED | 2023-09-22 |
Branch Locations
6500 Centerville Business Pkwy, Dayton, OH 45459 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dayton | OH | 09/2005 | 09/2023 |
| Mgo One Seven Dba Feldmeyer Financial Group | Beachwood | OH | 09/2023 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Dayton | OH | 09/2023 | Present |
1. MGO One Seven, LLC dba Feldmeyer Financial Group; yes; 6500 Centerville Business Parkway Dayton, OH 45459; RIA; Financial Advisor; 09/2023; 160; 130; Financial advice, fee based investment management, fixed insurance. 2. Fixed Insurance; Yes; 6500 Centerville Business Parkway Dayton, OH 45459; Fixed/Traditional Insurance; Agent; 09/2023; 160; 130; Sales of fixed/traditional insurance products. 3. Alternative Divorce Solutions, LLC; No; 6500 Centerville Business Parkway Dayton, OH 45459; Consulting Services; Co-owner/Chief Strategies; 06/2020; 2; 0; Provide consulting services to individuals going through the divorce process including mediation services, advice as to parenting plans and division of assets, financial calculations such as pension valuations. 4. Bfeld & Co, LLC; No; 6500 Centerville Business Parkway Dayton, OH 45459; Other; President; 05/2007; 1; 0; Pay invoices and payroll. 5. Parkway Professional Suites; No; 6474 Centerville Business Parkway Dayton, OH 45459; Condo Association; Vice President; 01/2019; 1; 0; Vice president of the condo association where we own our building. It's the building where we have our financial business. 6. Feldmeyer Financial Group, LLC; No; 6500 Centerville Business Pkwy, Dayton, OH 45459; Administration; Founder; 09/2023; 1; 0; The business was formed to preserve the name we are using as our DBA. 7. American Heart Association; Not Investment Related; 1313 W. Dorothy Lane, Dayton OH 45409; Non Profit; Board Member; 07/01/2024; 1hr/mo; 1hr during trading; Attend board meetings, volunteer for activities. 8.Diversified Brokerage Services, Inc., 5501 Excelsior Blvd.5501 Excelsior Blvd. Minneapolis, MN 55416. Not investment related. Insurance servicing. Position: Agent, servicing agent for existing policies. Start date: 02/27/24. No more than 2hrs/ month. Duties: review reprojections of life insurance policies for existing clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-25 |
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