Financial ADVSR advisor directory · SEC adviser records
Daymark Wealth Partners, LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Daymark Wealth Partners, LLC office in Ohio, by city and A to Z.
25 registered advisors work at Daymark Wealth Partners, LLC in Ohio, out of 35 nationwide; it's the firm's number 1 state by advisors, and the most are in Cincinnati (22). 4 list the CFP designation and 0 are also registered broker representatives.
Daymark Wealth Partners, LLC advisors by city in Ohio
Every firm in Ohio →Daymark Wealth Partners, LLC advisors in Ohio, A to Z
Search by name →- Loni J. Adams-KiskadenCincinnati
- Jason M. BeischelCincinnati · Certified Financial Planner
- Peter J. BolandCincinnati
- Zachary T. BraunCincinnati
- Andrew V. CardoneCincinnati
- Anthony J. CostanzoCincinnati
- Vincenzo CostanzoCincinnati
- Daryl J. DemoCincinnati
- Justin P. FitchkoPepper Pike · Certified Financial Planner
- Kimberly J. FitzgeraldCincinnati
- Megan E. HelbigCincinnati
- Thomas C. Hofstetter IIICincinnati
- Martin HopkinsWestlake
- Jacob J. KrecicWestlake
- Michael R. LarisonCincinnati
- Rex E. MackCincinnati · Certified Financial Planner
- Patrick M. PetscheCincinnati
- Robert E. Prangley IICincinnati
- Michael W. QuinCincinnati
- Steven L. RoweCincinnati · Certified Financial Planner
- Joseph F. SchmidtCincinnati
- Andrew L. SikorovskyCincinnati
- Patrick N. StraderCincinnati
- Karen J. SuskowiczCincinnati
- T Rodney TwellsCincinnati · Chartered Financial Analyst
Daymark Wealth Partners, LLC advisors in every state →Daymark Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Daymark Wealth Partners, LLC in other states
Questions
How many Daymark Wealth Partners, LLC financial advisors are in Ohio?
25 investment adviser representatives are registered at Daymark Wealth Partners, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 35 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Daymark Wealth Partners, LLC have the most advisors?
Cincinnati, with 22, then Westlake (2). Daymark Wealth Partners, LLC has advisors in 3 cities in Ohio.
How do I check a Daymark Wealth Partners, LLC advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Daymark Wealth Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.