Daniel Downing, financial advisor Cincinnati OH

Daniel Downing

CRD Number: 7032289
Current Firm: Touchstone Advisors Inc.

Daniel Downing (CRD# 7032289) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.

Similar Advisors
Thomas Walsh, CFA, financial advisor Cincinnati OH
Thomas J. Walsh, CFA
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Alexis Abanto-Wolf, financial advisor Cincinnati OH
Alexis G. Abanto-Wolf
CRD# 6665238
U.s. Bancorp Investments, Inc.
Similar Advisors
Ted Abner, financial advisor Cincinnati OH
Ted J. Abner
CRD# 6208290
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Touchstone Securities Cincinnati, OH Oct 2018 - Current 5
Ifs Financial Services Cincinnati, OH Oct 2018 - Current 5
Unemployed Cincinnati, OH Aug 2018 - Oct 2018 < 1
Montage Beverly Hills Beverly Hills, CA Jun 2018 - Aug 2018 < 1
Unemployed Cincinnati, OH Mar 2018 - Jun 2018 < 1
Kitchen 1883 Union, KY Sep 2017 - Mar 2018 < 1
Unemployed Cincinnati, OH Jul 2017 - Sep 2017 < 1
Total Quality Logistics Erlanger, KY Sep 2016 - Jul 2017 < 1
Fhlb Cincinnati Cincinnati, OH Sep 2015 - Sep 2016 1
Xavier University Cincinnati, OH Aug 2014 - Sep 2015 1
Xavier University Cincinnati, OH May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Daniel M. Downing
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.