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David D

CFP®, Series 66

Auroara, OH

Demming Financial Services Corp.

David Demming Jr. is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Demming Financial Services Corp. since 2002. Demming Financial Services Corporation serves individual and high-net-worth clients as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management services. The firm employs a fundamental analysis approach with client-specific Investment Policy Statements and typically allocates assets among independent managers, mutual funds, ETFs, and individual securities.

Elder care planning Charitable giving & philanthropy
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Jacob S

CFP®, Series 65

Aurora, OH

Demming Financial Services Corp.

Jacob Smail is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Demming Financial Services Corp. since 2021. Prior to that, his work history includes positions at Saint Vincent College and Best Buy. Demming Financial Services Corp. serves individual and high-net-worth clients, as well as pension, trust, and corporate accounts, offering financial planning, consulting, and portfolio management services. The firm uses fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

Elder care planning Charitable giving & philanthropy
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Kevin C

CFP®

Aurora, OH

Demming Financial Services Corp.

Kevin Coholan is a CFP® with eight years of industry experience, currently serving as an advisor at Demming Financial Services Corp. since 2014. He works within a team of five advisors based in Aurora, Ohio. Demming Financial Services Corporation provides financial planning, consulting, and portfolio management services to individual, high-net-worth, pension, trust, and corporate clients. The firm manages approximately $766 million in assets, employing a fundamental analysis investment approach tailored to client-specific Investment Policy Statements with oversight through quarterly reviews.

Elder care planning Charitable giving & philanthropy
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David D

CFP®, Series 63

Aurora, OH

Demming Financial Services Corp.

David Demming is a CFP® professional with 26 years of industry experience. He has worked at Coordinated Capital Securities, Inc. for 26 years and has been associated with Demming Financial Services Corp. for over four decades. In addition to his advisory work, he is also an independent insurance agent and loan originator. Demming Financial Services Corporation serves individual and high-net-worth clients, as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management. The firm emphasizes fundamental analysis and client-specific Investment Policy Statements, with ongoing monitoring and quarterly reviews.

Elder care planning Charitable giving & philanthropy
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Ryan C

Series 66

Aurora, OH

Demming Financial Services Corp.

Ryan Coulter is a financial advisor at Demming Financial Services Corp. with five years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Corporation and Custom Planning Solutions, LLC. Demming Financial Services Corporation serves individual and high-net-worth clients as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management services. The firm emphasizes fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

Elder care planning Charitable giving & philanthropy
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