Loni J. Adams-kiskaden

DAYMARK WEALTH PARTNERS

Cincinnati, OH 45242

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CRD#: 4868542

Professional summary

Loni Jo Adams-kiskaden, who also goes by Loni Jo Adams Kiskaden, Lori Jo Adams Kiskaden, is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Cincinnati, Ohio.

Loni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Loni has worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Loni Jo Adams Kiskaden | Lori Jo Adams Kiskaden

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loni Jo Adams-kiskaden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 18, 2023 - Present

DAYMARK WEALTH PARTNERS, LLC

Office #1: 9675 Montgomery Road Ste 201, Cincinnati, OH 45242

RIA

CRD#: 320878

Cincinnati, OH

Past

July 28, 2022 - April 13, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CINCINNATI, OH

Past

July 28, 2022 - April 13, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CINCINNATI, OH

Past

August 13, 2013 - June 15, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CINCINNATI, OH

Past

January 9, 2013 - June 15, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CINCINNATI, OH

Past

May 29, 2007 - January 16, 2013

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

FLORENCE, KY

Past

May 20, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

FLORENCE, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAYMARK WEALTH PARTNERS, LLC

COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/14/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/31/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 12/28/2007

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 5/9/2007

General Securities Sales Supervisor - General Module Examination

Current Firm

DAYMARK WEALTH PARTNERS, LLC

COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

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Contact information

Main Address

9675 Montgomery Road Ste 201, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 838-2520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAYMARK WEALTH PARTNERS - FIRM BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts	6,073
AUM (Assets Under Management)	$ 3,939,833,944

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Loni J. Adams-kiskaden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loni Jo Adams-kiskaden's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

Primary Firm SEC Registration

DAYMARK WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2013

Series 63

Date: 5/31/2005

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/19/2005

Series 9

Date: 12/28/2007

Series 10

Date: 5/9/2007

Current Firm

DAYMARK WEALTH PARTNERS, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAYMARK WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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