Dolphin Financial Group

Dolphin Financial Group (CRD# 170160) is a financial advisory firm headquartered in Clearwater, FL. They manage $1,169 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Dolphin Financial Group
Showing 1 - 1 of 1 top financial advisors.
Daniel J. Wendol
CRD#: 4893262
2430 Estancia Blvd. Suite 206, Clearwater, FL 33761


Daniel Wendol (CRD# 4893262) is an Investment Advisor Representative working at Dolphin Financial Group in Clearwater, FL and has over 8 years of experience in the finance industry.


As an investment advisor representative, Dan is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. Dan is dually licensed as an Investment Advisor Representative and an Insurance Agent which allows him to utilize a variety of tools and strategies to assist people.


Host of Financially Tuned weekly radio show on the TanTalk Network in Clearwater Fl:

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.