Daniel Berssenbruegge, financial advisor West Chester OH
68 score

Daniel Berssenbruegge

CRD Number: 5411878
Current Firm: The Huntington Investment Company

Daniel Berssenbruegge (CRD# 5411878) is an Investment Advisor Representative working at The Huntington Investment Company in West Chester, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Apr 2014 - Current 2
Huntington Bank Cincinnati, OH Feb 2014 - Current 2
Unemployed Cincinnati, OH Nov 2013 - Feb 2014 < 1
Ohio Valley Wine And Beer Cincinnati, OH May 2013 - Nov 2013 < 1
Unemployed Cincinnati, OH Apr 2013 - May 2013 < 1
Pnc Investments Cincinnati, OH Mar 2011 - Apr 2013 2
Wells Fargo Bank Plano, TX Aug 2010 - Mar 2011 < 1
Unemployed Plano, TX Jul 2009 - Aug 2010 1
Fidelity Brokerage Services LLC Covington, KY Jan 2008 - Jul 2009 1
Fidelity Investments Covington, KY Jun 2007 - Jul 2009 2
Macy's Inc. Mason, OH Mar 2007 - Jun 2007 < 1
School Dayton, OH Dec 2006 - Mar 2007 < 1
School Cincinnati/dayton, OH Aug 1997 - Dec 2006 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S66 NASAA Uniform Combined State Law Examination Jun 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daniel C. Berssenbruegge
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    7,522
    ACCOUNTS
  • Average Account Value
    $97,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
68

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