SWISHER FINANCIAL CONCEPTS, INC. of WESTERVILLE, OH is an SEC-registered investment adviser (CRD 121384). Regulatory assets under management: $317.0M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Daniel Edward Wolford | PRESIDENT | — |
| Michael A Henn | DIRECTOR OF INVESTMENTS | — |
| Brett Scott Vandervort | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |
| Zachary Allen Kountz | VICE PRESIDENT AND SECRETARY | — |
| WOLFORD DANIEL EDWARD | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HENN MICHAEL A | DIRECTOR OF INVESTMENTS | — |
| VANDERVORT BRETT SCOTT | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |
| KOUNTZ ZACHARY Allen | FINANCIAL ADVISOR; VICE PRESIDENT AND SECRETARY | — |