Daniel Weingartner is a CFP-designated registered investment advisor, based in Centerburg, OH, with 16 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
36 West Main Street, Centerburg, OH, 43011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an IRS Enrolled Agent at Cooper Adel Vu Financial, supporting the tax team during tax season by reviewing client tax returns and collecting payments. This takes a few hours per week.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Nylife Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations13 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.
Exams
More Advisors
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