Deborah
Saas

Center For Wealth Management Advisory

CRD#1525398
Investment Advisor
in Milford, OH

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About this Advisor

Deborah Saas is a financial advisor working in Milford, Ohio with 6 years of relevant experience. Saas is currently employed by Center For Wealth Management Advisory. During their career, Saas has held roles at Lpl Financial LLC and Center For Wealth Management Advisory. Saas maintains a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in Ohio. Center For Wealth Management Advisory is a business with a branch in Milford, Ohio. The company has offices in three locations and a total of six employees. It oversees $172 million in total assets across its 1,286 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves one charitable organizations. Of its 1,286 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fees are based on which services the firm provides the client. However, fee types billed by Center For Wealth Management Advisory likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Milford, OH

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Center For Wealth Management Advisory Brokerage Details

Total Assets Under Management

$172,150,649

Total Number of Employees

6

Total Number of Accounts

1,286

Average Account Size

$133,865

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Deborah Saas Work History

Deborah has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Center For Wealth Management Advisory

1992 - 2020 (28 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Deborah Saas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Center For Wealth Management Advisory

Bradley Howard
Milford, OH
Randall Daniel
Land O Lakes, FL
Keith Burkhardt
Milford, OH
Jason Feist
Milford, OH
Christopher Wright
Milford, OH
Deborah Saas
Milford, OH
Jerome Fitzharris
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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