Michael
Larison

Daymark Wealth Partners, LLC

CRD#1335045
Investment Advisor
in Cincinnati, OH

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About this Advisor

Michael Larison is a financial advisor operating out of Cincinnati, Ohio who has 1 year of relevant experience. Larison is an advisor for Daymark Wealth Partners, LLC. Larison has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Daymark Wealth Partners, LLC. Larison has a Series 63 license, qualifying them as a securities representative, and is registered to work in Ohio. Daymark Wealth Partners, LLC is a financial advisory company that has its headquarters in Cincinnati, OH. The company has offices in two locations and a total of 20 advisors. It controls $908 million in assets under management across its 2,043 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to two charities and foundations. Of its 2,043 accounts, 49% are associated with high-net-worth investors who have greater than $1 million in assets. Daymark Wealth Partners, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually are based on which service is offered. Fee types billed by Daymark Wealth Partners, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9675 Montgomery Road Ste 201
Cincinnati, OH 45242

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Daymark Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$907,806,782

OH Average: $2,106,341,625
Total Number of Employees

20

OH Average: 34
Total Number of Accounts

2,043

OH Average: 1,972
Average Account Size

$444,350

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Larison Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Daymark Wealth Partners, LLC

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 Michael Larison 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 Daymark Wealth Partners, LLC

Justin Fitchko
Cleveland, OH
Jacob Krecic
Cincinnati, OH
Peter Boland
Cincinnati, OH
Michael Larison
Cincinnati, OH
Jason Beischel
Cincinnati, OH
Martin Hopkins
Westlake, OH
Daryl Demo
Cincinnati, OH
Robert Prangley
Cincinnati, 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.

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