Daniel Hoelscher is a CFP-designated registered investment advisor at Seniormark, LLC, based in Sidney, OH, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2551 Michigan Street, Sidney, OH, 45365
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent with Seniormark LLC, dedicating about half his time to insurance sales. He also owns Caliya, LLC, a real estate holding firm, and is the President of LoveTruthFully, Inc., a non-profit, spending minimal time and about 10-20% of his time, respectively, on these activities.
Employment History
Current Registrations
Seniormark, LLC
Creative Financial Designs, INC.
Previous Registrations
Seniormark, LLC
Banc One Securities Corporation
State Registrations1 state
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