Thomas
Hofstetter
Daymark Wealth Partners, LLC
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About this Advisor
Thomas Hofstetter is a financial advisor based in Cincinnati, Ohio, working with Daymark Wealth Partners, LLC. Thomas has previously held positions at Wells Fargo Clearing Services, LLC, Daymark Wealth Partners, LLC, Wells Fargo Advisors LLC, and Morgan Stanley Smith Barney. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Thomas is part of Daymark Wealth Partners, LLC, which operates out of Cincinnati, Ohio. The firm has 3 offices and 26 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Daymark Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Daymark Wealth Partners, LLC Brokerage Details
$2,503,776,924
26
4,219
$593,453
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Thomas Hofstetter Work History
Daymark Wealth Partners, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Thomas Hofstetter 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
Cincinnati, OH
Cincinnati, OH
Southport, CT
Cincinnati, OH
Westlake, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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