Curtis Uhlenhake (CRD# 7856921) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dayton, OH and has 1 year of experience in the finance industry. Curtis Uhlenhake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Dayton, OH | Apr 2024 - Current | < 1 |
| Mcgillivary & Ippisch Wealth Advisors | Dayton, OH | Jan 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Dayton, OH | Jan 2024 - Current | < 1 |
| Self-employed | Oakwood, OH | Jan 2023 - Current | 1 |
| Curtis Uhlenhake | Oakwood, OH | Jan 2023 - Current | 1 |
| Corient | Columbus, OH | Nov 2020 - Dec 2023 | 3 |
| The Ohio State University | Columbus, OH | Aug 2018 - May 2021 | 2 |
| Continental Office | Columbus, OH | Jun 2020 - Sep 2020 | < 1 |
| Cooper Farms | St. Henry, OH | Mar 2020 - Jun 2020 | < 1 |
| Ohio State University Housing And Residence Education | Columbus, OH | Sep 2019 - Mar 2020 | < 1 |
| Cooper Farms | St. Henry, OH | May 2019 - Aug 2019 | < 1 |
| Cotterman Roofing | Minster, OH | Jun 2018 - Aug 2018 | < 1 |
| St. Henry Schools | St. Henry, OH | Jan 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2024 |
- OH
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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