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
2 years
Location
Steubenville, OH 43952
OSAIC
Institution
Matthew Mamula is a financial advisor at Osaic with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Osaic, he worked in various roles including at Toffinos Italian Deli and Bakery and Coastal Carolina University. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools to construct and manage portfolios across multiple platforms.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Steubenville, OH
501 Washington Street, Suite 201
Steubenville OH 43952
Advisors at this office
2
Ohio
2 years of industry experience
Osaic
2024 - Present • 2 years
Steubenville, OH
Unemployed
2023 - 2024 • 1 year
Steubenville, OH
Toffinos Italian Deli and Bakery
2021 - 2022 • 1 year
Myrtle Beach, SC
Coastal Carolina University
2021 - 2023 • 2 years
Conway, SC
Buffalo Wild Wings
2021 - 2021 • 1 year
Carolina Forest, SC
Pizza Hut
2020 - 2021 • 1 year
Wintersville, OH
Unemployed
2014 - 2020 • 6 years
Wintersville, OH
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.
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.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 previously worked at Edward Jones for 11 years and serves in the Ohio Army National Guard. Outside of financial advising, he owns and operates real estate rental properties. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio management group.
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 licenses and bringing nine years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corporation, and North American Financial, where he also works as an insurance agent selling life and annuities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers a range of services including discretionary asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.
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