Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. (CRD# 121384) is a financial advisory firm headquartered in Westerville, OH. They manage $12,350,000 in 32 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management12MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$385,938
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, OH, PA, TX
Ryan Bosler (CRD# 5258208) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 10 years of experience in the finance industry. Ryan Bosler 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.
Michael Henn (CRD# 4582922) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 14 years of experience in the finance industry. Michael Henn 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.
Daniel Wolford (CRD# 2886642) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 19 years of experience in the finance industry. Daniel Wolford 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.
Mark Faubel (CRD# 5924666) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 5 years of experience in the finance industry.