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Theo Pericleous, Private Wealth Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Theo Pericleous

Private Wealth Advisor

Franchise Owner
Petra Wealth Partners

An Ameriprise Private Wealth Advisor

36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • BA, George Washington University, Washington D.C.

Awards & recognition

  • Five Star Wealth Manager, 2021, 2015-2012
  • Ameriprise Circle of Success, 2003-2020, 2022
  • Ameriprise Diamond Ring, 2015

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I enjoy contributing to charitable events that support troubled and disadvantaged children in the Dayton area, cancer organizations and also the arts, specifically:

Daybreak. the American Cancer Society, the Leukemia & Lymphoma Society, the AIDS Resource Center and the Dayton Arts Council.

Interests

I love hosting frequent get togethers for cookouts, food and wine tasting in order to celebrate life with family and friends.

Connect with us

Theo Pericleous may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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