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W. James S
CFP®, Series 63
Dayton, OH
Cetera
W. James Steen is a CFP®-designated financial advisor with 45 years of industry experience. He is currently affiliated with Cetera and Prosperity Advisors, LLC and has held roles at Dayton Wealth Management, LLC and Petra Financial Solutions, Inc. He owns a tax preparation business and serves as a financial professional at Peak Advisory Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and retirement services.
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Finding advisors...
861 advisors near
45420
within the area shown on the map
Out of 400,000+ nationwide