New Financial Concepts Employee Directory

Q: What is New Financial Concepts known for?

New Financial Concepts was founded in 2008. New Financial Concepts operates in the Financial Services industry.

Q: How many employees does New Financial Concepts have currently?

New Financial Concepts has approximately 6 employees.

Financial ServicesOhio, United States2-10 Employees

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. 
Member FINRA / SIPC.  Silver Oak Securities and New Financial Concepts are separate entities.

http://www.finra.org/
http://www.sipc.org/

Find New Financial Concepts employees' phone numbers or email addresses

New Financial Concepts Global Highlights

North America
7

United States Of America
7

New Financial Concepts's Leadership

W. N.
Ceo, President
Mobile Phone
Email
A. D.
Chief Financial Officer
Mobile Phone
Email
A. D.
Chief Financial Officer
Mobile Phone
Email
B. N.
Owner
Mobile Phone
Email
V. L.
Administrative Assistant
Mobile Phone
Email
J. C.
Musical Act
Mobile Phone
Email

New Financial Concepts Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from New Financial Concepts

Name

Title

Contact Info

Location

Last Update

A. D.
Chief Financial Officer
Mobile Phone
Email
Nov 15, 2025
W. N.
Ceo, President
Mobile Phone
Email
Aug 11, 2025
A. D.
Chief Financial Officer
Mobile Phone
Email
Nov 02, 2023
B. N.
Owner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
V. L.
Administrative Assistant
Mobile Phone
Email
United StatesTexas
Sep 12, 2024
J. C.
Musical Act
Mobile Phone
Email
United StatesKentucky
Feb 18, 2026

Frequently Asked Questions

What is New Financial Concepts known for?

New Financial Concepts was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 11260 Chester Road Suite 850 Cincinnati, Ohio United States; you can contact the main corporate office by phone at

+1-734-214-****

. Explore New Financial Concepts's company overview page for more information.

What is New Financial Concepts's most common email format?

New Financial Concepts employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more New Financial Concepts email formats with LeadIQ.

How many employees does New Financial Concepts have currently?

New Financial Concepts has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are New Financial Concepts's key employees and leadership?

As of February 2026, New Financial Concepts's key employees include:

Ceo, President: W. N.
Chief Financial Officer: A. D.
Chief Financial Officer: A. D.
Owner: B. N.
Administrative Assistant: V. L.

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