Beavercreek, OH logo

Beavercreek, OH Office

Team
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Westminster Financial Advisory Corp logo

Westminster Financial Advisory Corp

Multi-team

Firm-wide stats for Westminster Financial Advisory Corp

Total advisors

36

Across 17 offices

Clients per advisor

54 Typical

Avg AUM per client

$630,085 Typical

HNW client ratio

16% Typical

About

Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals and families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm engages prospective clients through a pre-advisory consultation and offers comprehensive advice that can include retirement planning, insurance reviews, and 401(k) recommendations alongside portfolio management.

The firm’s investment approach centers on strategic asset allocation across multiple asset classes with tactical overlays informed by cyclical economic, interest rate, and market analysis. It primarily employs a buy-and-hold framework with periodic rebalancing, discretionary trading authority, and occasional use of option strategies such as covered calls and cash- or naked-put positions to enhance or hedge portfolios.

Westminster is part of a broader Westminster Financial Companies group and discloses affiliated broker-dealer and insurance activities: it uses Westminster Financial Securities, Inc. for brokerage and Westminster Financial Agencies, Inc. for insurance, and some investment adviser representatives are also registered representatives who may receive commissions or trailing compensation. The firm also maintains a contractual arrangement with a major clearing custodian that includes upfront and ongoing payments and potential termination fees, which the brochure identifies as creating incentives to maintain custody and certain product holdings.

Based on Westminster Financial Advisory Corp

Expertise

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management

Based on Westminster Financial Advisory Corp

Occupation focus

Founder/Business Owner Retired Executive

Based on Westminster Financial Advisory Corp

Demographic focus

Approaching retirement Married/Couples/Partners

Based on Westminster Financial Advisory Corp

Location

50 Chestnut Street, Suite A 400

Beavercreek OH 45440

Advisors at this office

17

Advisors at this office

user avatar

Kirk S

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Kirk Stager is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH. He holds the Series 66 designation and has 12 years of industry experience. He has been associated with Westminster Financial Securities since 1996. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Vivienne N

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Vivienne Noufer is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 41 years of industry experience. She has worked at Westminster Financial Securities, Inc. since 1987 and Minnesota Mutual Life since 1986. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and uses a primarily buy-and-hold framework complemented by discretionary trading and option strategies.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Alexandra M

Series 63, Series 65

Beavercreek, OH

Westminster Financial Advisory Corp

Alexandra Morrison is a financial advisor at Westminster Financial Advisory Corp with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Westminster Financial Advisory Corp in 2025, she worked in various roles across multiple firms including Bakery Agency and Somnio. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm uses a strategic asset allocation approach combined with tactical overlays and a primarily buy-and-hold investment strategy that includes discretionary trading and option strategies.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Jessica T

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Jessica Trunck is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Westminster Financial Securities, Inc. since 2002. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals and families, high-net-worth individuals, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on diversified, multi-asset class allocation with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Kenneth W

Series 63, Series 65

Beavercreek, OH

Westminster Financial Advisory Corp

Kenneth Warnick is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2009. Outside of his advisory work, he is self-employed in accounting and tax preparation services. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to a diverse client base including individuals, families, trusts, and charitable organizations. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy enhanced by tactical adjustments based on economic and market conditions.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Morgan B

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Morgan Brazie is a financial advisor at Westminster Financial Advisory Corp with 12 years of industry experience. He holds the Series 66 designation and has been with Westminster Financial Securities Inc. since 2013. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a primary buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Steven S

CFP®, Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Steven Sipniewski is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Westminster Financial Advisory Corp since 2013, following a year at Thrivent Investment Management. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays, primarily using a buy-and-hold framework combined with periodic rebalancing and option strategies to manage portfolios.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Edward R

Series 63, Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Edward Registrato is a financial advisor with Westminster Financial Advisory Corp in Sun City, AZ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked with American Network Securities Corp since 1983 and American Network Financial Services Corp since 1978. Outside of advising, he is also a licensed REALTOR serving as a referral agent. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Grant F

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Grant Francis is a financial advisor at Westminster Financial Advisory Corp with four years of industry experience. He holds the Series 66 designation and has worked in various roles prior to joining Westminster Financial Securities, Inc. in 2022, including positions in hospitality and education. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments based on economic and market analysis, primarily using a buy-and-hold strategy supplemented by discretionary trading and options strategies.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Stuart B

CFP®, ChFC®, Series 63, Series 65

Beavercreek, OH

Westminster Financial Advisory Corp

Stuart Brazie is a financial advisor at Westminster Financial Advisory Corp with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Westminster Financial Securities since 2016. His prior experience includes roles at KMS Financial Services, Inc and Whitehall Financial Services. Outside of advising, he is licensed as an insurance agent, focusing on long-term care, SPDA, term, and other insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolios with a buy-and-hold approach supplemented by tactical overlays and cyclical analysis.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Collin B

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Collin Brazie is a financial advisor at Westminster Financial Advisory Corp with five years of industry experience. He holds the Series 66 designation and has worked primarily with Westminster Financial Securities, Inc. since 2013, with periods of self-employment in between. Outside of finance, he is a co-founder of Closing Time Productions, a film production company involved in writing and shooting. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm’s approach focuses on diversified, multi-asset class allocations with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Moustapha M

CFA®, Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Moustapha Mounah is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with Westminster Financial Advisory Corp and has prior experience at ALPS Distributors, James Investment Research, Cradle North America, and Wright State University. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays, using a primarily buy-and-hold strategy complemented by discretionary trading and option strategies to manage portfolios.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Benjamin W

Series 65

Beavercreek, OH

Westminster Financial Advisory Corp

Benjamin Wynd is a financial advisor at Westminster Financial Advisory Corp with eight years of industry experience. He holds a Series 65 designation and has worked at Smith Wynd Capital LLC since 2024 and Westminster Financial Advisory since 2017. Outside of advising, he is a partner in several business ventures including Smiley Smith Wynd LLC, a CPA business, and Smith Wynd & Co LLC, which specializes in business brokerage assisting clients in selling small private companies. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, and various entities. The firm emphasizes diversified, multi-asset class portfolios with a buy-and-hold approach complemented by tactical adjustments based on market conditions.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Lawrence B

Series 63, Series 65

Beavercreek, OH

Westminster Financial Advisory Corp

Lawrence Brazie is a financial advisor at Westminster Financial Advisory Corp with 48 years of industry experience. He has been with Westminster and its affiliated entities since 1987. Brazie holds Series 63 and Series 65 licenses. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and primarily utilizes a buy-and-hold framework complemented by periodic rebalancing and option strategies.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Ryan R

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Ryan Rabold is a Series 66-licensed financial advisor with Westminster Financial Advisory Corporation, based in Beavercreek, Ohio. He has 12 years of industry experience and has been with Westminster Financial Securities since 2013. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis to adjust portfolio exposures.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
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