Advisors at this firm
Brent S
CFP®
Plain City, OH
The Siekmann Company
Brent Soller is a CFP® professional with eight years of industry experience. He is affiliated with Shepherd Financial Investment Advisory LLC and has previously worked at LPL Financial LLC and FSC Securities Corp. Outside of his advisory role, he serves as president of Soller Insurance Agency, where he manages insurance sales and service. Shepherd Financial Investment Advisory serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, wealth planning, and retirement-plan consulting. The firm tailors portfolios to clients’ objectives and risk tolerances, primarily using a non-discretionary approach and a proprietary wrap-fee program for individual wealth management.
Aaron S
Series 65
Plain City, OH
The Siekmann Company
Aaron Siekmann is a financial advisor at The Siekmann Company in Plain City, OH, with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs with approximately $227.5 million in plan assets and uses collective investment vehicles alongside third-party analytics to evaluate and monitor investment options.
John E
Series 65
Plain City, OH
The Siekmann Company
John Eddingfield II is a financial advisor at The Siekmann Company with a Series 65 credential and three years of industry experience. His prior work includes roles at the Cincinnati Reds, Strata Financial, and BBI Logistics. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs totaling approximately $227.5 million in plan assets and employs third-party analytics to evaluate investment options, emphasizing fiduciary practices and participant education.
