Daniel Schwenker, financial advisor Worthington OH

Daniel Schwenker

CRD Number: 1140295
Current Firm: D.a. Schwenker & Assoc.'s, Inc.

Daniel Schwenker (CRD# 1140295) is an Investment Advisor Representative working at D.a. Schwenker & Assoc.'s, Inc. in Worthington, OH and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Schwenker & Associates, Inc. Worthington, OH Feb 1993 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel A. Schwenker
Phone Number: 614.885.0102
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $156,223
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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