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).
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Total Assets Under Management223MILLION
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Total Number of Accounts1,244ACCOUNTS
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Average Account Value$179,051
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, OH, PA
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.
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.
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.
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.