Catherine C Zaino
Investment adviser representative at Souders Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Souders Financial Advisors, LLCAug 2019 to now
- Advantage Investment Management, LLCSep 2013 to Aug 2019
- LPL Financial LLCAug 2013 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
Souders Financial Advisors, LLC
$1.4BAssets managed
1,351Clients
14Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1782498
- Firm CRD
- 296780