John S Payne
Investment adviser representative at Birchcreek Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$300.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Birchcreek Wealth Management, LLCDec 2022 to now
- Practice With Purpose LLCFeb 2022 to now
- War Stories LLCNov 2021 to Mar 2023
- Dinsmore & ShohlSep 2018 to Aug 2021
- Warren County Prosecutor's OfficeMay 2017 to Aug 2017
- University of Dayton School of LawMay 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Birchcreek Wealth Management, LLC
$300.1MAssets managed
198Clients
5Advisers
7 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
- 6112347
- Firm CRD
- 304207