Interested in growing with our team?  Here are the opportunities we currently have available.

If you are interested, please send us your resume with a cover letter, to the attention of James Kirkland or Heidi Bringhurst.

For more information about working with our Broker/Dealer, visit as well as their YouTube Channel.
Information contained at these separate sites is intended for investment professionals only.

Financial Advisors

We are always interested in adding financial advisors who can further enhance our team.  Currently, we are specifically seeking reasonably experienced advisors with their FINRA Series 7 license, as well as CPA’s who are interested in earning their Series 7 license to expand their practice.  If you are interested in joining our team, please submit your resume as instructed above.



Click for the BBB Business Review of this Financial Planning Consultants in Kettering OH
Preferred Planning Associates
263 Regency Ridge Dr.
Centerville, OH 45459
Phone: 937-610-5595
Fax: 937-660-5171

Sign up for our newsletter!

Copyright © 2023
Preferred Planning Associates