Clarksville, TN Office
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ROI Financial Planning
Team
Firm-wide stats for ROI Financial Planning
About
ROI Financial Group provides financial planning and both discretionary and non-discretionary investment management to individuals, high net worth clients, family offices, trusts, estates, private foundations and qualified retirement plans. The firm’s brochure also describes advisory services for retirement plans, including recommending and monitoring plan investment options and assisting with investment policy statements.
ROI says it tailors advice to each client’s objectives and financial circumstances, relying primarily on fundamental analysis and a generally long-term strategy while retaining flexibility for shorter-term trades when appropriate. Its investment universe includes mutual funds, ETFs, equities, options, corporate bonds, REITs, annuities and, when suited to a client, alternative or private investments, and the firm also provides standalone financial planning as a separate engagement billed on a fixed-fee basis.
Noteworthy items in the brochure include that ROI was newly registered and reported no assets under management at the time of filing, and that it combines both asset-based advisory arrangements and fixed-fee planning engagements. The brochure also discloses that certain personnel are registered representatives of LPL Financial and licensed insurance professionals and that the firm participates in LPL’s custodial platform—relationships the firm identifies as creating potential conflicts of interest that it addresses through disclosure and policies.
Based on ROI Financial Planning
Expertise
Based on ROI Financial Planning
Location
1202 Madison Street
Clarksville TN 37040
Advisors at this office
3
Advisors at this office
David M
Series 63, Series 65
Clarksville, TN
ROI Financial Planning
David Mcillwain is a financial advisor with ROI Financial Planning, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at LPL Financial LLC and FSC Securities Corporation. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades and offers a broad investment universe including mutual funds, ETFs, equities, and alternative investments.
Ladonna D
Series 63, Series 66
Clarksville, TN
ROI Financial Planning
Ladonna Dowdy is a financial advisor at ROI Financial Planning with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Raymond James Financial Services, and Morgan Keegan & Company. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors advice based on fundamental analysis and a generally long-term strategy, offering a range of investment options including mutual funds, ETFs, equities, fixed income, alternatives, and private investments.
Bruce A
CFP®, Series 63, Series 65
Clarksville, TN
ROI Financial Planning
Bruce Arnold is a CFP® with 44 years of experience in the financial services industry. He is currently with ROI Financial Planning and has previously worked at firms including KPP Advisory Services LLC and LPL Financial LLC. Arnold holds Series 63 and Series 65 licenses. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily long-term, fundamental analysis approach while maintaining flexibility for shorter-term trades when appropriate.
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