Luis Strohmeier Email & Phone Number

Partner and Wealth Advisor at Octavia Wealth Advisors, LLC @ Octavia Wealth Advisors

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Luis Strohmeier Location

United States

Luis Strohmeier Work

2020 - now Partner and Wealth Advisor at Octavia Wealth Advisors, LLC @ Octavia Wealth Advisors
2010 - 2020 Lead Partner @ Midwest Financial Partners, LLC
1999 - 2010 Lead Partner of Summit Financial Partners @ AXA Advisors, LLC

1996 - 1999 Registered Investment Advisor @ AXA Advisors, LLC
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1989 - 1996 Registered Representative @ AXA Advisors, LLC
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Luis Strohmeier Education

Wright State University
1994 - 1995
Ball State University - Miller College of Business
1988 - 1989
The Ohio State University
1984 - 1987

Luis Strohmeier Skills

Retirement Planning
Wealth Management
Financial Planning

Business succession planning
Risk Management
401k distribution planning
Investment Services
Life Insurance planning
Pension Distribution Planning
Certified Divorce Financial Analyst

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Luis Strohmeier Summary

Luis Strohmeier, based in United States, is currently a Partner and Wealth Advisor at Octavia Wealth Advisors, LLC at Octavia Wealth Advisors, LLC. Luis Strohmeier brings experience from previous roles at Midwest Financial Partners, LLC and AXA Advisors, LLC. Luis Strohmeier holds a 1994 - 1995 Wright State University. With a robust skill set that includes Retirement Planning, Wealth Management, Financial Planning, Business succession planning, Risk Management and more. Luis Strohmeier has 4 emails and 4 mobile phone numbers on RocketReach.

Luis Strohmeier Emails

Found 4 emails

Luis Strohmeier Phone Numbers

Found 6 phone numbers

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Others Named Luis Strohmeier

Luis Strohmeier

Partner and Wealth Advisor at Octavia Wealth Advisors, LLC at Octavia Wealth Advisors, LLC

United States
4
- aol.com
- gmail.com
- yahoo.com
- octaviawa.com
5+
- +1 937-304-XXXX
- +1 513-324-XXXX
- +1 424-272-XXXX
- +1 937-748-XXXX
- +1 937-903-XXXX
- +1 310-231-XXXX

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Top Octavia Wealth Advisors Employees

Luis Strohmeier

Partner and Wealth Advisor at Octavia Wealth Advisors, LLC at Octavia Wealth Advisors

United States
4
- aol.com
- gmail.com
- yahoo.com
- octaviawa.com
5+
- +1 937-304-XXXX
- +1 513-324-XXXX
- +1 424-272-XXXX
- +1 937-748-XXXX
- +1 937-903-XXXX
- +1 310-231-XXXX
Michael Ingram

Partner and Wealth Advisor at Octavia Wealth Advisors

San Diego, CA, US
1
- octaviawa.com
5+
- +1 619-239-XXXX
- +1 619-696-XXXX
- +1 212-554-XXXX
- +1 619-557-XXXX
- +1 888-242-XXXX
- +1 619-957-XXXX
Marcia Lusnak

Human Resources Director at Octavia Wealth Advisors

Cincinnati, OH, US
2
- octaviawa.com
- yahoo.com
5
- +1 312-396-XXXX
- +1 513-847-XXXX
- +1 513-260-XXXX
- +1 513-240-XXXX
- +1 412-793-XXXX
Kurt Volker

Wealth Advisor at Octavia Wealth Advisors

San Diego, CA, US
2
- octaviawa.com
- gmail.com
4
- +1 914-253-XXXX
- +1 619-557-XXXX
- +1 978-767-XXXX
- +1 619-419-XXXX
Susan Farlow

Wealth Advisor at Octavia Wealth Advisors

Cincinnati, OH, US
2
- octaviawa.com
- ubs.com
3
- +1 513-774-XXXX
- +1 336-434-XXXX
- +1 512-771-XXXX
Brad Lauch

Wealth Advisor at Octavia Wealth Advisors

Cincinnati, OH, US
2
- octaviawa.com
- gmail.com
2
- +1 513-550-XXXX
- +1 513-762-XXXX
Donald Hughett

Partner and Wealth Advisor at Octavia Wealth Advisors

Cincinnati, OH, US
2
- octaviawa.com
- comcast.net
3
- +1 513-385-XXXX
- +1 740-274-XXXX
- +1 513-477-XXXX
Brian Price

Investments Analyst at Octavia Wealth Advisors

Cincinnati, OH, US
1
- octaviawa.com
1
- +1 904-238-XXXX
Christopher Bertorelli

Wealth Advisor at Octavia Wealth Advisors

Coronado, CA, US
1
- octaviawa.com
2
- +1 619-429-XXXX
- +1 203-208-XXXX
Glynnis Reinhart

Wealth Advisor at Octavia Wealth Advisors

Cincinnati, OH, US
2
- gmail.com
- octaviawa.com
5+
- +1 847-405-XXXX
- +1 773-975-XXXX
- +1 312-975-XXXX
- +1 513-221-XXXX
- +1 661-328-XXXX
- +1 310-379-XXXX

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