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Thomas Eisenzimmer

43 Years of Experience
Cincinnati, OH
BrokerSells Insurance

Thomas Eisenzimmer is a registered investment advisor, based in Cincinnati, OH, with 43 years of industry experience.

Location

4520 Cooper Road, Suite 201, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Thomas is the President/Owner of Eisenzimmer Financial Services, Inc., providing financial planning and investment services, dedicating full-time hours. He is also an independent insurance producer, spending about 10-20% of his time on insurance sales, service, and counseling, and the Advisor/President of Fountain Square Asset Management, dedicating nearly full-time hours.

Employment History
Current Registrations
Cetera Wealth Services, LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Fountain Square Asset Management
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Concourse Financial Group Advisors
August 1999 - April 2022 · 22 yrs 8 mos
Concourse Financial Group Securities, INC.Broker
July 1997 - February 2025 · 27 yrs 7 mos
Mariner Financial Services, INC.Broker
September 1989 - July 1997 · 7 yrs 10 mos
Integrated Resources Equity CorporationBroker
April 1983 - October 1989 · 6 yrs 6 mos
The Prudential Insurance Company of AmericaBroker
August 1982 - September 1982 · 1 mo
State Registrations10 states
GAINKYLAMIOHPATXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Eisenzimmer - Financial Advisor | TrueAdvisor