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DA

Deana C. Arseneau

ARSENEAU FINANCIAL
WESTERVILLE, OH 43081
Some features on this profile are disabled
CRD#: 4840118
DA
Deana Christine ArseneauARSENEAU FINANCIAL

Professional summary

Deana Christine Arseneau, who also goes by Deana C Arseneau, is a registered financial advisor currently at ARSENEAU FINANCIAL located in Westerville, Ohio.

Deana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Deana has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Deana C Arseneau

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deana Christine Arseneau'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®
None

Experience

Current

April 10, 2026 - Present

ARSENEAU FINANCIAL

Office #1: 240 S State St. We12, Westerville, OH 43081
RIA
CRD#: 326865
WESTERVILLE, OH

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
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/9/2026
Uniform Investment Adviser Law Examination

Current Firm

AF
ARSENEAU FINANCIAL
ARSENEAU FINANCIAL | ARSENEAU FINANCIAL LLC

CRD#: 326865 / SEC#:

Ohio
Registered Investment Advisory firm - (6/2/2023 Approved)
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Contact information

Main Address
240 S State St. We12, Westerville, OH 43081
Mailing Address
Phone number
(740) 833-6913
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts137
AUM (Assets Under Management)$ 36,175,151

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ARSENEAU FINANCIAL

CRD#: 326865Westerville, OH 43081

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