Brent W. Soller

THE SIEKMANN COMPANY

PLAIN CITY, OH 43064

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CRD#: 6733702

Professional summary

Brent William Soller, CFP® is a registered financial advisor currently at THE SIEKMANN COMPANY located in Plain City, Ohio.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brent has worked at 6 firms and has passed the SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Insurance Planning

Investment Planning

Retirement Planning

Comprehensive Financial Planning

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.

SHEPHERD FINANCIAL INVESTMENT ADVISORY, LLC POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/15/2024 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Act as IARto retirement plan clients and individual wealth management clients. SHEPHERD FINANCIAL, LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/15/2024 ADDRESS: 891 S James Rd, Columbus OH 43227, United States DESCRIPTION: Sales and service of insurance products SHEPHERD INSURANCE LLC DBA SOLLER INSURANCE AGENCY POSITION: President NATURE: P&C, L&H Insurance Sales & Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 08/01/2023 ADDRESS: 891 S James Road, Columbus OH 43227, United States DESCRIPTION: Management, sales, service SHEPHERD FINANCIAL LLC POSITION: Wealth Advisor NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/15/2024 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to retirement plan clients and individual wealth management clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent William Soller'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^®

Certified Financial Planner

Start date: 2008

Experience

Current

December 26, 2025 - Present

THE SIEKMANN COMPANY

Office #1: 9000 Memorial Drive, Plain City, OH 43064

RIA

CRD#: 285337

PLAIN CITY, OH

Past

March 12, 2024 - September 25, 2026

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

RIA

CRD#: 288623

Columbus, OH

Past

February 23, 2024 - February 3, 2026

LINCOLN INVESTMENT

RIA

CRD#: 519

Columbus, OH

Past

February 23, 2024 - February 3, 2026

CAPITAL ANALYSTS

RIA

CRD#: 162200

Columbus, OH

Past

February 23, 2024 - February 3, 2026

LINCOLN INVESTMENT

CRD#: 519

Columbus, OH

Past

October 1, 2019 - February 26, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

NEW ALBANY, OH

Past

October 1, 2019 - February 26, 2024

LPL FINANCIAL LLC

CRD#: 6413

NEW ALBANY, OH

Past

August 24, 2017 - October 3, 2019

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

NEW ALBANY, OH

Past

June 1, 2017 - October 3, 2019

FSC SECURITIES CORPORATION

CRD#: 7461

NEW ALBANY, 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
(12/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 6/1/2017

General Securities Representative Examination

Current Firm

THE SIEKMANN COMPANY

THE SIEKMANN COMPANY | THE SIEKMANN COMPANY LLC

CRD#: 285337 / SEC#:

Ohio

Registered Investment Advisory firm - (2/15/2017 Approved)

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Contact information

Main Address

9000 Memorial Drive, Plain City, OH 43064

Mailing Address

Phone number

(614) 873-5200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 4,693,796

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Brent W. Soller

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent William Soller's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

SIE

Passed: 10/1/2018

Series 7

Passed: 6/1/2017

Current Firm

THE SIEKMANN COMPANY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE SIEKMANN COMPANY

TRUST BUT VERIFY

Contact information

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