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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-02-2023
- Office Locations
- 1
Office Locations
About Arseneau Financial
Arseneau Financial is an Ohio-based registered investment adviser providing fiduciary financial planning and investment management led by a Certified Financial Planner professional. The firm delivers custom planning with ongoing coaching, a digital Wealth Dashboard, and client education courses. Portfolios include ETFs and public funds, with allocations that can include municipal bonds. Custody includes Charles Schwab and Altruist.
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Owner & Executives
SHAWN MICHAEL ARSENEAU
Agent, Chief Compliance Officer, FOUNDER
- CRD
- #2924823
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Deana Christine Arseneau
--
- CRD
- #4840118
Kelley Adams King
--
- CRD
- #1055978
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,273,028 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,273,028 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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