Ronda L. Koehler
RITTER DANIHER FINANCIAL ADVISORY LLC
Cincinnati, OH 45255
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CRD#: 3060604
Professional summary
Ronda L Koehler, CFP®, who also goes by Ronda Altman, Ronda Nickloes, is a registered financial advisor currently at RITTER DANIHER FINANCIAL ADVISORY LLC located in Cincinnati, Ohio.
Ronda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ronda has worked at 4 firms and has passed the Series 66, Series 62 and Series 6 exams.
Biography
Ronda Koehler has been a NAPFA Registered Financial Advisor since 2005. She has been a Financial Advisor with Ritter Daniher Financial Advisory, LLC from 2000 until now. Ronda was one of the co-chairs of the 2008 NAPFA National Conference held in Long Beach, CA. She served in this capacity along with RDFA principals John Ritter and Jeff Daniher. Ronda has been integral in launching one of the three Greater Cincinnati financial advisor study groups, and is an active participant and leader.
Question & Answer
What are your service offerings?
Divorce Planning
Education Planning
Budgeting
Business Succession Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Divorce Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Ronda Altman | Ronda Nickloes
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ronda L Koehler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
June 22, 2022 - Present
RITTER DANIHER FINANCIAL ADVISORY LLC
Office #1: 7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255RIA
CRD#: 321827
Cincinnati, OH
Past
January 13, 2009 - June 29, 2022
RITTER DANIHER FINANCIAL ADVISORY LLC
RIA
CRD#: 119901
CINCINNATI, OH
Past
April 1, 2003 - December 31, 2008
RITTER DANIHER FINANCIAL ADVISORY LLC
RIA
CRD#: 119901
CINCINNATI, OH
Past
July 11, 2000 - November 21, 2002
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
April 2, 1999 - July 6, 2000
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RITTER DANIHER FINANCIAL ADVISORY LLC
HICKORY ASSET MANAGEMENT | RITTER DANIHER FINANCIAL ADVISORY LLC
CRD#: 321827 / SEC#: 801-125847
RIA
Registered Investment Advisory firm - (6/13/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(6/22/2022)
IAR
Texas(10/26/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 5/25/2000
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Current Firm
RITTER DANIHER FINANCIAL ADVISORY LLC
HICKORY ASSET MANAGEMENT | RITTER DANIHER FINANCIAL ADVISORY LLC
CRD#: 321827 / SEC#: 801-125847
RIA
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Contact information
Main Address
7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255
Mailing Address
Phone number
(513) 233-0715
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,318 |
| AUM (Assets Under Management) | $ 605,911,373 |
Red Flags
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Company Information
RITTER DANIHER FINANCIAL ADVISORY LLC
CRD#: 321827Cincinnati, OH 45255TRUST BUT VERIFY
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