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4520 Cooper Road Suite 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-20 |
Branch Locations
4520 Cooper Road Suite 201, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Eisenzimmer Financial Services, Inc. | Cincinnati | OH | 05/1991 | Present |
| Concourse Financial Group Securities Inc | Cincinnati | OH | 07/1997 | 02/2025 |
| (Dba) Fountain Square Asset Management | Cincinnati | OH | 03/2022 | Present |
| Cetera Wealth Services, Llc | Cincinnati | OH | 02/2025 | Present |
(dba) EISENZIMMER FINANCIAL SERVICES, INC; Investment Related; 4520 Cooper Road #201, Cincinnati, OH 45242; Financial Services; President/Owner; Start Date 03/1991; 160 hours per month with the majority of those hours occurring during trading hours; Financial Planning and Investment Services for clients of the Greater Cincinnati Credit Union. >> (dba) EISENIMMER FINANCIAL SERVICES, INC; Investment Related; 4520 Cooper Road #201, Cincinnati, OH 45242; Start Date 03/1982; 48 hours per month with the majority of those hours occurring during trading hours; Gather and evaluate data for recommendations. >> THOMAS W EISENZIMMER - INDEPENDENT PRODUCER; Investment Related; 4520 Cooper Road #201, Cincinnati, OH 45242; Insurance; Independent Producer; Start Date 06/1988; 18 hours per month with some of those hours occurring during trading hours; Insurance sales and service as well as insurance counseling. >> (dba) FOUNTAIN SQUARE ASSET MANAGEMENT; Investment Related; 4520 Cooper Road #201, Cincinnati, OH 45242; Investment Advisory; Advisor/President; Start Date 03/2022; 120 hours per month with most of those hours per month occurring during trading hours; Own and operate an independent RIA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-23 |
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