Danielle R. Seurkamp
WELL SPENT WEALTH PLANNING
Loveland, OH
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CRD#: 5869012
Professional summary
Danielle R Seurkamp, CFP® is a registered financial advisor currently at WELL SPENT WEALTH PLANNING located in Loveland, Ohio.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Danielle has worked at 3 firms .
Core Areas of Focus
Fixed Fee (Subscription
Retainer
etc.)
High Net Worth Client Needs
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Socially Responsible Investments
Tax Planning
Biography
Danielle Seurkamp
MS, MPAS®, FBS®, CFP®
Danielle joined the financial planning industry in 2006 and has helped hundreds of individuals and families to effectively achieve their financial goals. Her professional credentials include the Certified Financial Planner, the Certified Financial Behavior Specialist, and the Master Planner Advanced Studies, the only graduate-level financial planning designation. In 2017, she was granted the New Professional Award from the National Association of Personal Financial Advisors, an honor only three other advisors in the U.S. have received. Her financial planning blog can be seen on Forbes, Yahoo Finance, MSN Money, Investopedia and Nasdaq and she has been featured and quoted in the Wall Street Journal, Kiplinger and Financial Planning magazine amongst others.
She serves on the Board of Directors for the nation's leading financial planning association, NAPFA. On the board, she works to advance diversity and inclusion in the planning industry and helps curate educational content for 3,700 advisors around the country. She developed a financial wellness group to help individuals transitioning out of homelessness and has participated in several free financial planning days because she believes high-quality, objective financial advice should be accessible to everyone.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Education Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Socially Responsible Investing
Insurance Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle R Seurkamp'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: 2010
Experience
Current
August 22, 2019 - Present
WELL SPENT WEALTH PLANNING
RIA
CRD#: 305032
Loveland, OH
Past
February 2, 2015 - July 12, 2019
ASSET ADVISORY GROUP INC
RIA
CRD#: 107929
CINCINNATI, OH
Past
May 13, 2011 - December 3, 2014
FOSTER & MOTLEY INC
RIA
CRD#: 106905
CINCINNATI, OH
Past
February 11, 2011 - May 5, 2011
FOSTER & MOTLEY INC
RIA
CRD#: 106905
CINCINNATI, 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(8/22/2019)
IAR
Texas(11/15/2021)
Exams
Current Firm
WELL SPENT WEALTH PLANNING
WELL SPENT LLC | WELL SPENT WEALTH PLANNING
CRD#: 305032 / SEC#:
Ohio
Registered Investment Advisory firm - (8/22/2019 Approved)Texas
Registered Investment Advisory firm - (11/12/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Loveland, OH
Mailing Address
9435 Waterstone Blvd. Suite 140-1, Cincinnati, OH 45249
Phone number
(513) 299-8444
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 218 |
| AUM (Assets Under Management) | $ 32,004,921 |
Red Flags
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