Financial Design Group

www.fdgonline.com

Providing Intelligent Long Term Strategies Our professional mission is to guide our clients in aligning their financial decisions with their dreams and core values, helping them to create, multiply, enjoy, and ultimately transfer more wealth to future generations. At Financial Design Group we utilize a client centric team of experts to help our advisors focus first and foremost on providing objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals. We are a team of over 30 advisors, with locations in Ohio, Arizona, California, Indiana, and Kentucky, and clients across the country. Our practice Areas include: Risk Management Investment and Portfolio Management Retirement Income Strategies Financial Planning Business Problem Solving Employee Benefits Family Wealth Counseling Business Transition and Continuation Strategies For more information please visit our website: www.fdgonline.com Certain individuals associated with Financial Design Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Financial Design Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

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Providing Intelligent Long Term Strategies Our professional mission is to guide our clients in aligning their financial decisions with their dreams and core values, helping them to create, multiply, enjoy, and ultimately transfer more wealth to future generations. At Financial Design Group we utilize a client centric team of experts to help our advisors focus first and foremost on providing objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals. We are a team of over 30 advisors, with locations in Ohio, Arizona, California, Indiana, and Kentucky, and clients across the country. Our practice Areas include: Risk Management Investment and Portfolio Management Retirement Income Strategies Financial Planning Business Problem Solving Employee Benefits Family Wealth Counseling Business Transition and Continuation Strategies For more information please visit our website: www.fdgonline.com Certain individuals associated with Financial Design Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Financial Design Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

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Country

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State

Ohio

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City (Headquarters)

Toledo

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Employees

11-50

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Founded

1995

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Development

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Wealth Management Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Benefits Manager

    Email ****** @****.com
    Phone (***) ****-****

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