The Mutual Fund Store
Clients
In The News
Investor Education
Our Services
Why Choose Us
Location:
Cincinnati, OH
Office Locator
Listen to The Mutual Fund Show every Saturday at 11 a.m. on 700 WLW!
LOCATION INFO
11113 Kenwood Road
Cincinnati, OH 45242
Phone: (513) 985-0100
Fax: (513) 985-0013
ABOUT THIS LOCATION
The Mutual Fund Store in Cincinnati serves the greater Cincinnati area including Blue Ash, Montgomery, Sharonville, Mason and West Chester. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.
Thomas Nemec
CMFC®
Senior Investment Advisor
Joined The Mutual Fund Store in 2008. Began his career in the financial services industry in 1998.
Successfully completed the Series 7 and 65 license administered by FINRA.
B.S. degree from Ohio University.
Hometown is Worthington, OH.
Enjoys music, movies, SCUBA diving, travel and riding motorcycles.
Penny Overstreet
Managing Partner & Senior Investment Advisor
Began her career in the financial services industry in 1998.
Successfully completed the Series 7, 63 and 66 licenses administered by FINRA.
Attended the University of Cincinnati.
Hometown is Strongsville, OH.
Married to Robert. They have two children.
Enjoys scuba diving, cave diving, cycling, mountain biking, hiking, home remodeling and reading.
Shawn Keller
CMFC®
Managing Partner and Senior Investment Advisor
Joined The Mutual Fund Store in 2007. Began his career in the financial services industry in 1989.
Successfully completed the Series 7, 8, 63 and 66 licenses administered by FINRA.
Bachelor's degree from Ohio University.
Enjoys camping, hiking, sports and motorcycling.
GET DIRECTIONS
Please select
I am not a client
I am a client
FIRST NAME*
LAST NAME*
EMAIL*
PHONE*
COMMENTS
*Required
Thank you for contacting The Mutual Fund Store.
We will respond to your request soon.
Careers
|
Corporate
|
Radio Show
|
Mutual Fund Research Center
|
Franchises
|
Charitable Foundation
Privacy Policy
|
Terms of Use
|
Site Map
|
Legal Information
© 2002-2012 The Mutual Fund Store ®, LLC. All rights reserved.