Merrill
47yrs
Top advisor by experience in Cincinnati
6yrs
Michael Treft
Financial advisor at Souders Financial Advisors
Michael Treft is a fiduciary financial advisor in Cincinnati, Ohio, with 6 years in the industry. Michael joined Souders Financial Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Souders Financial Advisors reports being paid through a percentage of assets and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office5968 Bridgetown Road, Cincinnati, OH 45248
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$894,598
Advisors at the firm14
States licensed ?1 state
Services through Souders Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowSouders Financial Advisors, LLCCurrent firm
Contact Michael
(513) 598-2400Souders Financial Advisors main office 5968 Bridgetown RoadCincinnati, OH 45248Office · Get directions Firm websitewww.bonaventurawealth.com
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Souders Financial Advisors at (513) 598-2400 and ask for Michael Treft. Michael works from the Cincinnati, OH office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Souders Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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