The Siekmann Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,693,796
Clients
5
Advisors
3
of 8 employees
About
The Siekmann Company provides investment advisory and retirement plan consulting to individuals, pension and profit-sharing plans, and corporations. Its services include non‑discretionary portfolio management for individual clients, retirement plan advisory and administration, financial planning, participant education, and insurance brokering.
The firm predominantly constructs portfolios using no‑load mutual funds, exchange traded funds, closed‑end funds, target date funds, stable value funds and money market funds, and uses institutional analytic tools such as the fi360 Fiduciary Score® and Target Date Compass to screen and monitor options. Relationships are tailored to clients’ stated risk tolerances, time horizons and restrictions, with ongoing monitoring and at least annual formal account reviews.
What distinguishes the firm from many peers is its focus on retirement-plan advisory scale — TSC reports $4,693,796 in non‑discretionary individual AUM while acting as advisor to 51 401(k) programs totaling $273,790,771 — and its provision of participant education workshops. The brochure also discloses that firm advisors are licensed insurance agents who may earn commission compensation from insurance product sales, a potential conflict the firm addresses in its disclosures.
Client services
Expertise
Occupation focus
Fee options
Flat project fee for financial planning services as agreed in the contract
$0.00 - $1,000,000.00: 0.75% $1,000,000.01 - $2,000,000.00: 0.65% $2,000,000.01 - $3,000,000.00: 0.55% $3,000,000.01 - $4,000,000.00: 0.45% $4,000,000.01+: 0.35%
Insurance products sold by licensed agents earn commission-based compensation separate from advisory fees
Hourly rate for financial planning and consulting services; minimum charge $200
Account minimum: $50,000 Minimum fee: Minimum fee for financial planning is $200 Fee-only: Financial planning and consulting services billed at hourly rate (minimum $200) or flat project fee
Main office
9000 Memorial Drive
Plain City OH 43064
Advisors at this office
3
Most active in
Ohio
Also doing business as
The Siekmann Company · The Siekmann Company LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Advisors at this firm
Brent S
CFP®
Plain City, OH
The Siekmann Company
Brent Soller is a CFP® with nine years of industry experience, currently serving as an advisor at The Siekmann Company since 2025. He previously worked at LPL Financial LLC and FSC Securities Corp and manages the Soller Insurance Agency. Outside of his advisory roles, he is involved in insurance sales and service through his own agency. The Siekmann Company provides investment advisory and retirement plan consulting for individuals and organizations, focusing on non-discretionary portfolio management and participant education. The firm utilizes a range of fund types and institutional analytic tools to tailor portfolios to client needs, while managing significant retirement-plan assets.
Aaron S
Series 65
Plain City, OH
The Siekmann Company
Aaron Siekmann is a financial advisor at The Siekmann Company in Plain City, OH, with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs with approximately $227.5 million in plan assets and uses collective investment vehicles alongside third-party analytics to evaluate and monitor investment options.
John E
Series 65
Plain City, OH
The Siekmann Company
John Eddingfield II is a financial advisor at The Siekmann Company with a Series 65 credential and three years of industry experience. His prior work includes roles at the Cincinnati Reds, Strata Financial, and BBI Logistics. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs totaling approximately $227.5 million in plan assets and employs third-party analytics to evaluate investment options, emphasizing fiduciary practices and participant education.
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