Daniel Libstorff, financial advisor Morrow OH

Daniel Libstorff

CRD Number: 6347838
Current Firm: Sunset Wealth Management

Daniel Libstorff (CRD# 6347838) is an Investment Advisor Representative working at Sunset Wealth Management in Morrow, OH and has over 9 years of experience in the finance industry.

Similar Advisors
Brian Tegtmeyer, financial advisor Morrow OH
Brian M. Tegtmeyer
CRD# 7298322
Truly Prosper Financial Planning LLC
Similar Advisors
Michael Abbinante, financial advisor Morrow OH
Michael J. Abbinante
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbott, financial advisor Morrow OH
John M. Abbott
CRD# 2930449
Primerica Advisors
Company Name Location Dates Years
United Advisor Group Morrow, OH Aug 2023 - Current < 1
Capital Portfolio Advisors, Inc. Centerville, OH Dec 2016 - Current 7
Libstorff Financial Group, Llc D/b/a Sunset Wealth Management Morrow, OH Aug 2015 - Current 8
Daniel Libstorff, Sole Proprietor Centerville, OH Jul 2015 - Current 8
Libstorff Financial Group, Llc Dba Sunset Wealth Management Maineville, OH Aug 2015 - Dec 2016 1
Counseling Resource Center Of Mason LLC Mason, OH Nov 2011 - Jan 2016 4
National Planning Corporation El Segundo, CA Jul 2014 - Jul 2015 1
Cincinnati Christian University Cincinnati, OH Sep 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Daniel S. Libstorff
Phone Number: (513) 383-7447
Registered State(s):
  • MI
  • OH
Current Firm Details
Sunset Wealth Management
Firm's CRD Number: 304357
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $149,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI, OH

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

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.