Michele R Daniher
CFP®Professional Summary
Michele R Daniher, CFP®, who also goes by Michele R Gloriod, is a registered financial advisor currently at BLUESPRING WEALTH MANAGEMENT, LLC located in Cincinnati, Ohio. Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michele has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Financial Planning
Biography
Michele Daniher is a NAPFA Registered Financial Advisor as of 2016. She began her career at Liberty Mutual Insurance Company in 1992. After working for several years, she took time off from the corporate world to focus on raising her three children and re-entered the work force in 2012 at RDFA. She quickly realized financial planning presented an amazing career path and pursued the path to become a Certified Financial Planner. Michele is also a...
Other Aliases
Michele R Gloriod
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC
Contact Information
Main Address
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735Phone Number
(737) 443-2122# of Employees
64SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
10,596AUM (Assets Under Management)
$5,430,907,207Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(6/24/2026)
(6/18/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michele R Daniher's CRS (Customer Relationship Summary).
Services Offered by Michele
- Education Funding
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Financial Planning
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