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).

Current Firm Details

612 Office Parkway, Suite B, Westerville, OH 43082

http://www.swisherfinancial.com

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

Registered Investment Advisor

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.

Michael A. Henn

CRD#: 4582922

612 Office Parkway, Suite B, Westerville, OH 43082

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.

Daniel E. Wolford

CRD#: 2886642

111 B Commerce Park Drive, Westerville, OH 43082

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.

Zachary A. Kountz

CRD#: 6684876

612 Office Parkway, Suite B, Westerville, OH 43082

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.

Brett S. Vandervort

CRD#: 6306604

612 Office Parkway, Suite B, Westerville, OH 43082

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals