Ronda
Koehler
Ritter Daniher Financial Advisory LLC
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About this Advisor
Ronda Koehler is a certified financial planner operating in Cincinnati, Ohio with a total of 1 year of industry experience. Koehler is currently employed by Ritter Daniher Financial Advisory LLC. Throughout their career, they have worked at Ritter Daniher Financial Advisory LLC and Ritter Daniher Financial Advisory, LLC. Koehler holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Ritter Daniher Financial Advisory LLC is a financial advisory firm headquartered in Cincinnati, OH. It administers $447 million in assets among its 1,234 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 1,234 client accounts, 30% are associated with high-net-worth investors who have more than $1 million in assets. Ritter Daniher Financial Advisory LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees largely depend on the type of services. However, fee types charged by Ritter Daniher Financial Advisory LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ritter Daniher Financial Advisory LLC Brokerage Details
$447,277,472
9
1,234
$362,461
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Ronda Koehler Work History
Ronda has been registered as a financial advisor for 1 years.*
Ritter Daniher Financial Advisory LLC
Ritter Daniher Financial Advisory, 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 Ronda Koehler 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 Ritter Daniher Financial Advisory LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, 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.
