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Deanna Veronica Sicking

Investment Adviser Representative at Truepoint, Inc.

Cincinnati, OHCRD #4536089Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Deanna Veronica Sicking is an investment adviser representative with Truepoint, Inc. in Cincinnati, OH, where they have been registered since 2016. They have worked in the securities industry since 2002 and have been registered with 3 firms, including UBS Financial Services Inc. and Mcdonald Investments Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.

Office

9999 Carver Road, Suite 200
Cincinnati, OH 45242

Advisors at this office: 38

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/29/2004
SIE
Securities Industry Essentials Examination
Passed 10/11/2016
Series 7
General Securities Representative Examination
Passed 6/24/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Truepoint, Inc.Current
11/17/2016 – Cincinnati, OH
UBS Financial Services Inc.
2/9/2007 – 10/11/2016Cincinnati, OH
Mcdonald Investments Inc.
7/30/2004 – 2/9/2007Cincinnati, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Truepoint Inc.
    Oct 2016 – no end date reportedCincinnati, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Truepoint, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$3,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $3,000,0001.00%
  • Next $2,000,0000.75%
  • Next $5,000,0000.60%
  • Above $10,000,0000.45%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, evidence-based investment strategy, tax planning and preparation, estate planning strategy, and values-based life financial planning. Also offers a separate subscription-based service (Commas) with no account minimum for those seeking accessible financial guidance.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting
Firm areas of expertise
Fee-onlyFiduciaryWealth ManagementTax PlanningTax PreparationEstate PlanningEvidence-based InvestingInstitutional InvestingFamily OfficeBusiness OwnersCorporate Executives+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
40
Offices listed on AdvisorFinder:
2
Main office:
Cincinnati, OH
Founded:
1990
SEC file number:
801-25433

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 31, 2026

View full firm profile

Other advisors at Truepoint, Inc.

Showing 12 of 40 in the directory

View Truepoint, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Deanna Veronica Sicking has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Deanna Veronica Sicking (Truepoint) - Fees & Credentials