Should have checked out his background first. He has a track record of violations, fines, and suspensions with FINRA (Financial Industry Regulatory Authority), and has one investigation currently under review; public record. See (Brokercheck.Finra.org). Also, he consented to findings of unethical behavior that violated CFP (Certified Financial Planner) Code of Ethics and Professional Responsibility; public record. See (Google, Robert Messinger, Cincinnati under (CFP Board Censures Improper CFP and Certificant Conduct).

My husband and I are professionals in Tampa, Florida. We are financially conservative but have aggressive financial goals, and struggled with that combination of qualities. We interviewed a number of local financial professionals, but did not find anyone who we felt comfortable trusting as an advisor. Although Shaun is located in Kentucky, we went with a friend’s recommendation 9 years ago and called him. Now, 9 years later, we are so glad we did. Shaun helped us map out what we needed to do in both the short term and the long term to reach our goals and successfully manage our money. He is hard-working, thoughtful and creative. Now, we consult with Shaun before making any major financial decisions. Whether he has some great idea of how we should approach the decision, or simply affirms that we were headed in the right direction already, we are so very glad to have him in our corner. I would highly, highly recommend him. We have referred others in Tampa to him, with very good results.

It is my personal opinion that Ted is one of the most professional advisers in his industry and one of the most trustworthy. If you are looking to invest and to build a next egg for retirement or college funds, call Ted. His follow up, expertise, knowledge, and over all management skills will help you succeed at your goals. He knows his business. I would recommend him to my family and friends and my own past customers. MARY KATHY KNOLL