Swisher Financial Concepts, Inc.

Swisher Financial Concepts, Inc. (CRD# 121384) is a financial advisory firm headquartered in Westerville, OH. They manage $222,738,943 in 1,244 accounts and serve the financial needs of clients across 3 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
    223
    MILLION
  • Total Number of Accounts
    1,244
    ACCOUNTS
  • Average Account Value
    $179,051
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, PA

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

Michael Henn (CRD# 4582922) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 21 years of experience in the finance industry.

2
Zachary Kountz, financial advisor Westerville OH
Zachary A. Kountz
CRD#: 6684876
612 Office Parkway, Suite B, Westerville, OH 43082

Zachary Kountz (CRD# 6684876) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 7 years of experience in the finance industry.

3
Brett Vandervort, financial advisor Westerville OH
Brett S. Vandervort
CRD#: 6306604
612 Office Parkway, Suite B, Westerville, OH 43082

Brett Vandervort (CRD# 6306604) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 7 years of experience in the finance industry.

4
Daniel Wolford, financial advisor Westerville OH
Daniel E. Wolford
CRD#: 2886642
612 Office Parkway, Suite B, Westerville, OH 43082

Daniel Wolford (CRD# 2886642) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 26 years 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.

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