Winfield Roy Geiger
Investment adviser representative at Souders Financial Advisors, LLC
10 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
10 years in the industry.
- Souders Financial Advisors, LLCJul 2025 to now
- Bonaventura Wealth AdvisorsJul 2025 to now
- Cornerstone Retirement Advisors, Inc.May 2019 to Jun 2025
- Raymond James Financial Services, Inc.May 2019 to Jun 2025
- KeybankSep 2018 to Apr 2019
- UnemployedJun 2017 to Aug 2018
- Raymond James & Associates, Inc.Sep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
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
- 4162629
- Firm CRD
- 296780