Daniel A. Schwenker
Professional summary
Daniel Alan Schwenker, who also goes by Daniel Allen Schwenker, is a registered financial advisor currently at D.A. SCHWENKER & ASSOC.'S, INC. located in Worthington`, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Daniel has worked at 7 firms and has passed the Series 63, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Alan Schwenker's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2000 - Present
D.A. SCHWENKER & ASSOC.'S, INC.
Office #1: 6797 N. High Street Suite 210, Worthington`, OH 43085December 22, 1990 - June 28, 1999
FSC SECURITIES CORPORATION
April 6, 1988 - September 14, 1990
KEOGLER, MORGAN & COMPANY, INC.
May 5, 1986 - April 5, 1988
AMERICAN CAPITAL EQUITIES, INC.
October 8, 1985 - March 17, 1986
MUTUAL SERVICE CORPORATION
October 1, 1984 - September 17, 1985
CITIGROUP GLOBAL MARKETS INC.
June 22, 1983 - October 17, 1984
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2000)
Exams
Current Firm
D.A. SCHWENKER & ASSOC.'S, INC.
CRD#: 119746 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 2,984,817 |
Red Flags
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