ERIK SHIFFLETT , CFP®

First Vice President - Investment Officer

Address: 8044 Montgomery Road, SUITE 570, TOWERS OF KENWOOD , Cincinnati , OH 45236
Phone: 513-985-2095 | 866-266-6148     Fax: 513-985-2099

My Background

My Associate(s): Carol Long-Constable, Senior Registered Client Associate

My Education & Credentials

  • Bachelor of Science in Finance - Miami University Oxford, OH
Securities Registered in the following states: AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI
Insurance licensed in the following states: AZ, IN, KY, MA, MN, NC, NY, OH, VA
ERIK SHIFFLETT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Ohio : Cincinnati Branch