RB
Ryan P. Bonaventura
SOUDERS FINANCIAL ADVISORS
CINCINNATI, OH 45248
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CRD#: 5052230
RB
Professional summary
Ryan Pat Bonaventura is a registered financial advisor currently at SOUDERS FINANCIAL ADVISORS, LLC located in Cincinnati, Ohio and PRIVATE CLIENT SERVICES, LLC located in Cincinnati, Ohio.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Ryan has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) BONAVENTURA FINANCIAL. 10326 GIVERNY BLVD, CINCINNATI, OH 45241. BUSINESS ENTITY FOR TAX INVESTMENT PURPOSE ONLY. NO REVENUE DIRECTLY. 0 HOURS;MO; 0 DURING TRADING HOURS.
2) 06/01/2018. SOUDERS FINANCIAL ADVISORS. 5968 BRIDGETOWN RD, CINCINNATI, OH 45248. REGISTERED INVESTMENT ADVISOR. OWNER (1/3) FINANCIAL ADVISOR. 120 HOURS/MO; 5 DURING TRADING HOURS.
3) 06/01/2018. BONAVENTURA WEALTH ADVISORS. 5968 BRIDGETOWN RD, CINCINNATI, OH 45248. DBA FOR PCS BROKERAGE, DIRECT AND ANNUITY VARIABLE INVESTMENTS. FINANCIAL ADVISOR. 20 HOURS/MO; 1 DURING TRADING HOURS.
4) BONAVENTURA WEALTH ADVISORS. 8800 MONTGOMERY RD, CINCINNATI, OH 45236. FINANCIAL PLANNING. REGISTERED REP, FINANCIAL ADVISOR. 120 HOURS/MO; 120 DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Pat Bonaventura'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®
NoneExperience
Current
June 21, 2018 - Present
SOUDERS FINANCIAL ADVISORS, LLC
Office #1: 5968 Bridgetown Road, Cincinnati, OH 45248RIA
CRD#: 296780
CINCINNATI, OH
Current
June 1, 2018 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 8800 Montgomery Rd, Cincinnati, OH 45236RIA
BD
CRD#: 120222
Cincinnati, OH
Past
July 31, 2012 - June 6, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
CINCINNATI, OH
Past
April 9, 2009 - June 14, 2018
ADVANTAGE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 146236
CINCINNATI, OH
Past
March 23, 2009 - July 31, 2012
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
CINCINNATI, OH
Past
January 24, 2007 - March 25, 2009
EDWARD JONES
RIA
CRD#: 250
WEST CHESTER, OH
Past
January 1, 2006 - March 25, 2009
EDWARD JONES
BD
CRD#: 250
WEST CHESTER, 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".
SF
SOUDERS FINANCIAL ADVISORS, LLC
BONAVENTURA WEALTH ADVISORS, LLC | STRATEGIC CAPITAL ADVISERS, LLC | SOUDERS FINANCIAL GROUP | SOUDERS FINANCIAL ADVISORS, LLC | SFG-RIA | CLEARPOINT WEALTH ADVISORS, LLC
CRD#: 296780 / SEC#: 801-113263
RIA
Registered Investment Advisory firm - (5/21/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(6/1/2018)
RR
Florida(6/1/2018)
RR
Indiana(6/1/2018)
RR
Kentucky(6/1/2018)
RR
Michigan(6/1/2018)
RR
Ohio(6/1/2018)
IAR
Ohio(6/21/2018)
IAR
Texas(6/2/2023)
RR
Virginia(10/23/2025)
RR
Wisconsin(6/1/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SF
SOUDERS FINANCIAL ADVISORS, LLC
BONAVENTURA WEALTH ADVISORS, LLC | STRATEGIC CAPITAL ADVISERS, LLC | SOUDERS FINANCIAL GROUP | SOUDERS FINANCIAL ADVISORS, LLC | SFG-RIA | CLEARPOINT WEALTH ADVISORS, LLC
CRD#: 296780 / SEC#: 801-113263
RIA
Registered Investment Advisory firm - (5/21/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5968 Bridgetown Road, Cincinnati, OH 45248
Mailing Address
Phone number
(513) 598-2400
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,232 |
| AUM (Assets Under Management) | $ 1,065,305,147 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SOUDERS FINANCIAL ADVISORS, LLC
CRD#: 296780Cincinnati, OH 45248TRUST BUT VERIFY
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