Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
35 years
Location
Steubenville, OH 43952
LPL Financial
Institution
David Cowden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Cambridge Investment Research Advisors, MSI Financial Services, and MetLife Investment Fund Services. Outside of his advisory role, he coaches baseball at Weirton High School and serves as a benefits coordinator for Trinity Health System. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and a large network of advisors.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Steubenville, OH Stanton Blvd.
200 Stanton Blvd., Ste 240
Steubenville OH 43952
Advisors at this office
1
Ohio · Texas · West Virginia
35 years of industry experience
LPL Financial LLC
2026 - Present • 1 year
Steubenville, OH
Cambridge Investment Research Advisors, Inc.
2016 - 2026 • 10 years
Fairfield, IA
Cambridge Investment Research, Inc.
2016 - 2026 • 10 years
Fairfield, IA
MSI Financial Services, Inc.
2005 - 2016 • 11 years
MetLife Investment Fund Services LLC
2004 - 2005 • 1 year
Alpharetta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Weirton, WV
Steeloaks Investment Advisers, Inc.
Michael Payne is a financial advisor with Steeloaks Investment Advisers, Inc., holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Steeloaks Investment Advisers and Purshe Kaplan Sterling Investments since 2005. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, foundations, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, focusing on diversified portfolios constructed primarily with exchange-traded funds and annual rebalancing.
Series 63
Weirton, WV
Steeloaks Investment Advisers, Inc.
Donald Kendrick is a financial advisor at Steeloaks Investment Advisers, Inc. in Weirton, WV, holding a Series 63 designation with 29 years of industry experience. He has been with Steeloaks since 1997. Steeloaks Investment Advisers provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm employs quantitative, technical, and passive investment strategies, focusing on diversified portfolios primarily constructed with exchange-traded funds and monitored through firm-specific historical research.
Weirton, WV
Steeloaks Investment Advisers, Inc.
Dewey Guida is a financial advisor at SteelOaks Investment Advisers, Inc. with 26 years of industry experience. The firm provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, and municipalities. SteelOaks emphasizes quantitative, technical, and passive investment strategies, primarily using diversified portfolios of exchange-traded funds rebalanced annually. The firm’s approach includes model portfolios based on historical research and serves both discretionary and non-discretionary accounts.
Series 66
Weirton, WV
Steeloaks Investment Advisers, Inc.
Sara Payne is a Series 66 licensed financial advisor with Steeloaks Investment Advisers, Inc., where she has worked since 1997. She has 27 years of industry experience. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, primarily employing diversified portfolios with exchange-traded funds, and offers several model portfolios including equity allocations and balanced fixed-income strategies.
Series 66
Wintersville, OH
Kingsview Wealth Management, LLC
Paul Sweeney II is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. In addition to his advisory role, he serves in the Ohio Army National Guard. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management through a combination of internal portfolio strategies, third-party managers, and access to alternative investments.
Series 63, Series 65
Weirton, WV
Sound Income Strategies, LLC
Rick Prosser is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes time at Cetera Advisors LLC and North American Financial, where he has been involved since 2015, primarily selling life and annuities. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and retirement plans, offering asset management, financial planning, and plan services. The firm emphasizes fixed-income and income-oriented investment strategies, combining fundamental and technical analysis with active portfolio management and allocates assets to third-party managers when appropriate.
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