Seniormark, LLC (CRD# 152216) is a financial advisory firm headquartered in Sidney, OH. They manage $17,275,099 in 166 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts166ACCOUNTS
Average Account Value$104,067
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Daniel Hoelscher (CRD# 2857173) is an Investment Advisor Representative working at Seniormark, LLC in Sidney, OH and has over 18 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.