Robert
Prangley

Daymark Wealth Partners, LLC

CRD#1966792
Investment Advisor
in Cincinnati, OH

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About this Advisor

Robert Prangley is a financial advisor operating in Cincinnati, Ohio who has 1 year of industry experience. Prangley is an employee of Daymark Wealth Partners, LLC. Throughout their career, Prangley has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Daymark Wealth Partners LLC. Prangley holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio and Texas. Daymark Wealth Partners, LLC is a financial advisory company operating out of Cincinnati, OH. It has offices in two locations and a total of 20 financial advisors. It administers $908 million in assets across its 2,043 accounts, placing it among the bigger firms in the country by assets under management. The firm advises two charities and foundations. Of its 2,043 customer accounts, 49% belong to high-net-worth individuals who have greater than $1 million in assets. Daymark Wealth Partners, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely depend on the financial services provided. However, fees billed by Daymark Wealth Partners, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Robert Prangley Work History

Robert 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 Robert Prangley 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

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