David Minich
David Minich is a CFP-designated registered investment advisor at Wayne D. Minich & Company, INC., based in Richfield, OH, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WDM & Co. does not directly manage investments. Instead, they help you choose from third-party managed account programs offered through Valmark Advisers, Inc. The fees for these programs are described in Valmark Advisers, Inc.'s regulatory filing and/or the selected asset manager's materials. You may also pay fees for custodial services and transactions.
Location
4603 W. Streetsboro Road, Richfield, OH, 44286
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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
David sells disability insurance through Berkshire Life Insurance Company of America (Guardian) and receives commissions as an LTC insurance agent for Harding and Harding. He also dedicates minimal time to life insurance term conversions with Midland National Life Insurance Company and about a quarter of his time as president of Applied Financial Concepts, Inc.
Employment History
Current Registrations
Wayne D. Minich & Company, INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Valmark Securities, INC.
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.