Swisher Financial Concepts, Inc.

Swisher Financial Concepts, Inc. (CRD# 121384) is a financial advisory firm headquartered in Westerville, OH. They manage $30,300,000 in 222 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $136,486
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, OH, PA, TX

Financial Advisors at Swisher Financial Concepts, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael A. Henn
CRD#: 4582922
612 Office Parkway, Suite B, Westerville, OH 43082
96
Wealthminder
score

Michael Henn (CRD# 4582922) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 15 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.

2
Daniel E. Wolford
CRD#: 2886642
111 B Commerce Park Drive, Westerville, OH 43082
96
Wealthminder
score

Daniel Wolford (CRD# 2886642) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 20 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.

3
Zachary A. Kountz
CRD#: 6684876
612 Office Parkway, Suite B, Westerville, OH 43082
88
Wealthminder
score

Zachary Kountz (CRD# 6684876) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has 1 year of experience in the finance industry.

4
Brett S. Vandervort
CRD#: 6306604
612 Office Parkway, Suite B, Westerville, OH 43082
88
Wealthminder
score

Brett Vandervort (CRD# 6306604) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has 1 year of experience in the finance industry.

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