Daymark Wealth Partners, LLC
Daymark Wealth Partners, LLC (CRD# 320878) is a financial advisory firm headquartered in Cincinnati, OH. They manage $2,503,776,924 in 4,219 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management2,504MILLION
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Total Number of Accounts4,219ACCOUNTS
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Average Account Value$593,453
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, NC, NE, NH, NY, OH, PA, SC, TX, VA, WA, WI
Jason Beischel (CRD# 4575752) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 21 years of experience in the finance industry.
Peter Boland (CRD# 1336706) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry.
Daryl Demo (CRD# 1721526) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 31 years of experience in the finance industry.
Eric Larison (CRD# 6530627) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 7 years of experience in the finance industry.
Michael Larison (CRD# 1335045) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 39 years of experience in the finance industry.
Robert Prangley (CRD# 1966792) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 32 years of experience in the finance industry.
Daniel Baron (CRD# 2863972) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Southport, CT and has over 26 years of experience in the finance industry.
Justin Fitchko (CRD# 5056591) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.
Kimberly Fitzgerald (CRD# 2870680) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.
Megan Helbig (CRD# 4545526) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Southport, CT and has over 17 years of experience in the finance industry.