Deborah Saas has been an investment adviser representative at Center for Wealth Management since August 2017, and is not listed among the firm’s executive officers or direct owners. Deborah Saas studied at Miami University.
Center for Wealth Management LLC. is a firm with $228M under management, 646 clients and 5 advisers across 2 offices, as of its May 2026 filing.
Deborah Saas is Private Wealth Manager of Center for Wealth Management Advisory. Saas spent 10 years as a retail buyer for national department store chains, then worked as a Financial Consultant with Merrill Lynch. In 1992 she established her own financial practice with LPL Financial, and in 2017 she merged it with The Center for Wealth Management.
Deborah Saas’ longest registration was 16 years at LPL Financial LLC (2001–2018). Before joining Center for Wealth Management in 2017, Deborah Saas was registered through LPL Financial LLC.
- – present · 9 yearsCincinnati, OH · Adviser representative · Firm CRD 171221
- LPL Financial LLC– · 16 yearsCincinnati, OH · Adviser representative · Firm CRD 6413
Professional designations
Listed by Center for Wealth Management
- Certified Financial Manager (CFM)
Investment adviser representative registrations
Deborah Saas is registered as an investment adviser representative in Ohio, since August 2017.
- OhioSince 24 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 April 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 August 1986 |
| Series 7 | General Securities Representative Examination | 19 July 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Deborah Anne Saas
- CRD
- 1525398
- Firm
- Center for Wealth Management · CRD 171221
- Office
- Cincinnati, OH
- Registration
- Investment adviser registration
- In the industry since
- July 1986
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerforwealthmanagement.com
Where does Deborah Saas work?
Deborah Saas is an investment adviser representative registered through Center for Wealth Management LLC. since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Deborah Saas a financial advisor?
Yes. Deborah Saas has a current investment-adviser registration in Ohio, through Center for Wealth Management since August 2017.
How many years of experience does Deborah Saas have?
Deborah Saas has 40 years in the financial industry, since July 1986, across 2 adviser firms.
What exams has Deborah Saas passed?
Deborah Saas has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in July 1986. FINRA credited Deborah Saas with the SIE, which began in October 2018.
Where is Deborah Saas based?
Deborah Saas’ registered office is in Cincinnati, OH.
Is Deborah Saas registered with FINRA?
No. Deborah Saas has no current broker registration.
How can I verify Deborah Saas’ record?
Search CRD 1525398 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Deborah Saas’ full registration record.