A complete list of active advisors currently associated with The Siekmann Company
Warmer can help you find a great advisor at The Siekmann Company or one who fits your needs even better.
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.
To learn more about the advisors currently working at The Siekmann Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plain City, OH
| 1
| |
Plain City, OH
| 9
| |
Plain City, OH
| 8
|
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