Michael Treft
Investment adviser representative at Souders Financial Advisors, LLC
10 yearsExperience
2 statesRegistered 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 2020 to now
- Souders Financial Group, Inc.Sep 2019 to now
- Tpc Rivers BendMay 2019 to Aug 2019
- Great American Insurance CompanyDec 2016 to May 2019
- Which WichAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7242284
- Firm CRD
- 296780