PS
CFP
PS
CFP
Paul Staadeker
39 Years of Experience
Cincinnati, OH
1 DisclosureBrokerSells Insurance
Paul Staadeker is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 39 years of industry experience.
Location
Cincinnati, OH
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Regulatory History (1)
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Customer Dispute
March 2014Settled
Other Business ActivitiesSells Insurance
Paul works with Nova Retirement Strategies and Staadeker Wealth Management Group, spending about half his time at each. He is also an agent for Steward Partners Global Advisory, selling life insurance and long-term care products, dedicating a few hours per week to this.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
July 2017 - Present · 9 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2017 - May 2022 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLC
December 2005 - June 2017 · 11 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2005 - June 2017 · 11 yrs 6 mos
Legg Mason Wood Walker INC
November 1999 - January 2006 · 6 yrs 2 mos
Legg Mason Wood Walker, IncorporatedBroker
May 1999 - January 2006 · 6 yrs 8 mos
Salomon Smith Barney INC.Broker
July 1993 - May 1999 · 5 yrs 10 mos
Lehman Brothers INC.Broker
September 1986 - July 1993 · 6 yrs 10 mos
State Registrations27 states
AZCACODCFLGAILINKYMAMDMEMONCNHNJNYOHORPASCTNTXUTVAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.