Seniormark, LLC

Seniormark, LLC (CRD# 152216) is a financial advisory firm headquartered in Sidney, OH. They manage $10,300,000 in 112 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
  • 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 Seniormark, LLC
Showing 1 - 1 of 1 top financial advisors.
Daniel L. Hoelscher
CRD#: 2857173
2551 Michigan St., Sidney, OH 45365

Daniel Hoelscher (CRD# 2857173) is an Investment Advisor Representative working at Seniormark, LLC in Sidney, OH and has over 16 years of experience in the finance industry. Daniel Hoelscher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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