Advisors at this firm
David D
CFP®, Series 66
Auroara, OH
Demming Financial Services Corp.
David Demming is a CFP® professional with 22 years of industry experience. He has been with Demming Financial Services Corp. since 2002 and holds a Series 66 designation. Demming Financial Services Corp. provides financial planning, consulting, and investment management to individuals, trusts, estates, pension plans, and business entities. The firm manages approximately $675.7 million on a discretionary basis and uses a fundamental analysis approach, allocating assets among independent managers, mutual funds, ETFs, and individual securities with documented client objectives and regular account reviews.
Jacob S
CFP®, Series 65
Aurora, OH
Demming Financial Services Corp.
Jacob Smail is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Demming Financial Services Corp. since 2021. Prior to his current role, he worked at Saint Vincent College and Best Buy. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension, and business entities. The firm manages approximately $675.7 million on a discretionary basis and emphasizes fundamental analysis with diversified asset allocations tailored to client objectives.
Kevin C
CFP®
Aurora, OH
Demming Financial Services Corp.
Kevin Coholan is a CFP® professional with eight years of industry experience, currently serving at Demming Financial Services Corp. in Aurora, Ohio. He has been with Demming Financial Services Corp. since 2014. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension plans, and business entities. The firm manages approximately $675.7 million on a discretionary basis and employs a fundamental analysis investment approach that includes independent managers, mutual funds, ETFs, and individual securities, with client accounts reviewed at least quarterly.
David D
CFP®, Series 63
Aurora, OH
Demming Financial Services Corp.
David Demming is a CFP® with 26 years of industry experience. He has been with Demming Financial Services Corp. since 1979 and has coordinated Capital Securities, Inc. since 1987. In addition to his advisory role, he is an independent insurance agent selling life, long-term care, and disability insurance, and he also works as a loan originator introducing clients to mortgage brokers. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension, and business entities. The firm manages approximately $675.7 million on a discretionary basis and emphasizes fundamental analysis with diversified asset allocations tailored to client objectives.
Ryan C
Series 66
Aurora, OH
Demming Financial Services Corp.
Ryan Coulter is a financial advisor at Demming Financial Services Corp. in Aurora, OH, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Lincoln Financial Corporation, Lincoln Financial Advisors, and Custom Planning Solutions, LLC. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension, and business entities. The firm manages approximately $675.7 million on a discretionary basis and employs a fundamental analysis approach with diversified asset allocations tailored to client objectives.