JS
CFP
JS
CFP
Justin Setzekorn
20 Years of Experience
Cincinnati, OH
1 DisclosureBrokerSells Insurance
Justin Setzekorn is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 20 years of industry experience.
Location
9999 Carver Road, Suite 130, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2016Denied
Other Business ActivitiesSells Insurance
Justin is dually-registered as an investment advisor representative and a registered representative, spending nearly all his time on these activities. He is also an insurance agent with Octavia Risk Management LLC, dedicating minimal time to implementing insurance products, and a silent partner in Setzekorn Family Limited Partnership, which owns family land.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
June 2020 - Present · 5 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Equitable Advisors, LLC
January 2006 - July 2020 · 14 yrs 6 mos
Equitable Advisors, LLCBroker
January 2006 - July 2020 · 14 yrs 6 mos
Ehrenkrantz King Nussbaum, INC.Broker
July 2005 - November 2005 · 4 mos
State Registrations10 states
FLINKYMDMINCNJOHPATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.