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Our financial advice team


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

David Girmann

CRPC

Financial Advisor

Fidant Wealth Partners
21
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

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • 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

Awards & recognition

  • Fidant Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021,2023

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

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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

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

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Fidant Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.