Daniel
Wolford
Swisher Financial Concepts, Inc
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About this Advisor
Daniel Wolford is a certified financial planner based in Westerville, Ohio who has 21 years of relevant experience. Wolford is an advisor for Swisher Financial Concepts, Inc. Throughout their career, they have worked at Swisher Financial Concepts, Inc, The O.N. Equity Sales Company and Private Client Services. Wolford has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida, Ohio, Pennsylvania and Texas. Swisher Financial Concepts, Inc is an advisory business that has its headquarters in Westerville, OH. The investment advisory business has offices in two locations and a total of seven advisors. It oversees $184 million in assets among its 1,170 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,170 client accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually depend on the financial services. Fees billed by Swisher Financial Concepts, Inc can be comprised of some blend of asset-based, hourly and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Swisher Financial Concepts, Inc Brokerage Details
$183,472,676
7
1,170
$156,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Wolford Work History
Daniel has been registered as a financial advisor for 21 years.*
Swisher Financial Concepts, Inc
Private Client Services
Swisher Financial Concepts, Inc
The O.N. Equity Sales Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Wolford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Swisher Financial Concepts, Inc
Westerville, OH
Westerville, OH
Westerville, OH
Westerville, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.