THE FINANCIAL NETWORK GROUP, LTD
Legal name: SIMPLY MONEY ADVISORS
CRD #106619 SEC #801-49136 CINCINNATI, OH 513-469-7500
SEC Registered
Total AUM
$788.2M
Discretionary
$788.2M
Employees
28
Clients
--
Accounts
1,849
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACHRACH, NATHAN, JACOBS | I | CEO | NA | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | NA | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | NA | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | NA | Control |
| BENDER, AMY, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, AMY, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, AMY, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, AMY, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, AMY, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, AMY, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, AMY, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, AMY, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAMBLE, COREY, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAMBLE, COREY, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAMBLE, COREY, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LITTMAN, DANIEL | I | CFO | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| MADSEN, KENNETH, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MADSEN, KENNETH, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MADSEN, KENNETH, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MADSEN, KENNETH, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIFERT, JULIE, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STOUT, ANDREW, ROY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON MCCLAIN GROUP, LP | DE | PARTNER | E | Control |
| HANSON MCCLAIN GROUP, LP | DE | PARTNER | E | Control |
| HANSON MCCLAIN GROUP, LP | DE | PARTNER | E | Control |
| HANSON MCCLAIN GROUP, LP | DE | PARTNER | E | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| BACHRACH, NATHAN, JACOBS | I | CEO | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| FINKE, EDWARD, JOSEPH | I | PRESIDENT | C | Control |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | SHAREHOLDER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | CHIEF OPERATING OFFICER | B | |
| MURRAY, MARTIN, JAMES | I | SHAREHOLDER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HMG PARENT, LP | DE | HMGI INTERMEDIATE, LP | E | Control |
| HMG PARENT, LP | DE | HMGI INTERMEDIATE, LP | E | Control |
| HMG PARENT, LP | DE | HMGI INTERMEDIATE, LP | E | Control |
| HMG PARENT, LP | DE | HMGI INTERMEDIATE, LP | E | Control |
| HMGI INTERMEDIATE, LP | DE | HANSON MCCLAIN GROUP, LP | E | Control |
| HMGI INTERMEDIATE, LP | DE | HANSON MCCLAIN GROUP, LP | E | Control |
| HMGI INTERMEDIATE, LP | DE | HANSON MCCLAIN GROUP, LP | E | Control |
| HMGI INTERMEDIATE, LP | DE | HANSON MCCLAIN GROUP, LP | E | Control |
| PARTHENON INVESTORS V HM HOLDCO AIV, L.P | DE | PARTHENON INVESTORS V HM BLOCKER, INC | E | Control |
| PARTHENON INVESTORS V HM HOLDCO AIV, L.P | DE | PARTHENON INVESTORS V HM BLOCKER, INC | E | Control |
| PARTHENON INVESTORS V HM HOLDCO AIV, L.P | DE | PARTHENON INVESTORS V HM BLOCKER, INC | E | Control |
| PARTHENON INVESTORS V HM HOLDCO AIV, L.P | DE | PARTHENON INVESTORS V HM BLOCKER, INC | E | Control |
| PARTHENON INVESTORS V HM-AIV, L.P. | DE | PARTHENON V HM HOLDINGS, LP | E | Control |
| PARTHENON INVESTORS V HM-AIV, L.P. | DE | PARTHENON V HM HOLDINGS, LP | E | Control |
| PARTHENON INVESTORS V HM-AIV, L.P. | DE | PARTHENON V HM HOLDINGS, LP | E | Control |
| PARTHENON INVESTORS V HM-AIV, L.P. | DE | PARTHENON V HM HOLDINGS, LP | E | Control |
| PARTHENON V HM HOLDINGS, LP | DE | HMG PARENT, LP | D | Control |
| PARTHENON V HM HOLDINGS, LP | DE | HMG PARENT, LP | D | Control |
| PARTHENON V HM HOLDINGS, LP | DE | HMG PARENT, LP | D | Control |
| PARTHENON V HM HOLDINGS, LP | DE | HMG PARENT, LP | D | Control |
| HANSON, SCOTT, THOMAS | I | HMG HOLDCO, INC. | C | Control |
| HANSON, SCOTT, THOMAS | I | HMG HOLDCO, INC. | C | Control |
| HANSON, SCOTT, THOMAS | I | HMG HOLDCO, INC. | C | Control |
| HANSON, SCOTT, THOMAS | I | HMG HOLDCO, INC. | C | Control |
| HMG HOLDCO, INC. | DE | HMG PARENT, LP | C | Control |
| HMG HOLDCO, INC. | DE | HMG PARENT, LP | C | Control |
| HMG HOLDCO, INC. | DE | HMG PARENT, LP | C | Control |
| HMG HOLDCO, INC. | DE | HMG PARENT, LP | C | Control |
| MCCLAIN, PATRICK, CARL | I | HMG HOLDCO, INC. | C | Control |
| MCCLAIN, PATRICK, CARL | I | HMG HOLDCO, INC. | C | Control |
| MCCLAIN, PATRICK, CARL | I | HMG HOLDCO, INC. | C | Control |
| MCCLAIN, PATRICK, CARL | I | HMG HOLDCO, INC. | C | Control |
| PARTHENON INVESTORS V HM BLOCKER, INC | DE | PARTHENON INVESTORS V HM-AIV, L.P. | C | Control |
| PARTHENON INVESTORS V HM BLOCKER, INC | DE | PARTHENON INVESTORS V HM-AIV, L.P. | C | Control |
| PARTHENON INVESTORS V HM BLOCKER, INC | DE | PARTHENON INVESTORS V HM-AIV, L.P. | C | Control |
| PARTHENON INVESTORS V HM BLOCKER, INC | DE | PARTHENON INVESTORS V HM-AIV, L.P. | C | Control |
Registrations
Federal
IA
Sep 12, 2018 REGISTERED
Notice Filings (20)
AZ CA FL GA IL IN KY LA MA MI MO NC NJ NY OH PA SC TN TX WA
Address
7890 E KEMPER ROAD, SUITE 200CINCINNATI, OH 45249
United States
Phone: 513-469-7500