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David Girmann, Financial Advisor serving the Cincinnati, OH area - Ameriprise Advisors

David Girmann

Financial Advisor

Fidant Wealth Partners
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Intergenerational Planning
  • Charitable Giving
  • Executive Compensation and Benefit Strategies

Interests

  • I am very active around Cincinnati in the arts, entertainment and food scene
  • Travel, hiking, biking, running and other outdoor activities that do not include jumping from planes
  • Spending time with family and friends: watching my budding actors perform

Awards & recognition

  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021

Qualifications

  • Series 7
  • Series 4
  • Series 53
  • Series 66
  • Life, Health and Variable Annuity Insurance License

Education

  • University of Cincinnati, BS, Economics
  • Xavier University, MBA, Executive MBA Program

Previous experience

  • Managing Partner, Little Dutch Trading Company, 2003-Present, Cincinnati, OH
  • Chief Administrative Officer and Senior Vice President, Huntington Investment Company, 2014-2015, Midwest
  • Vice President, Lincoln Investment, 2011-2013, Cincinnati, OH
  • Chief Marketing Officer, Great American Advisor, 2008-2010, Cincinnati, OH
  • Global Business Development Executive, Cincom Systems, 2005-2008, Cincinnati, OH

Community participation

Giving back to the community is very important to me. I am very active with a few groups, while supporting many different causes and attending many events throughout the year.

  • Children’s Dyslexia Centers
  • Ancient and Accepted Scottish Rite
  • Juvenile Diabetes Research Foundation