Michele R. Daniher
RITTER DANIHER FINANCIAL ADVISORY LLC
Cincinnati, OH 45255
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CRD#: 6606355
Professional summary
Michele R Daniher, CFP®, who also goes by Michele R Gloriod, is a registered financial advisor currently at RITTER DANIHER FINANCIAL ADVISORY 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 2 firms .
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 Girl Scout Leader, Boy Scout Volunteer and actively engaged in school and community volunteer opportunities.
Question & Answer
What are your service offerings?
Education Planning
Investment Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
High Net Worth Client Needs
Hourly
Investment Advice without Ongo...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Michele R Gloriod
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michele R Daniher's 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®
CFP®
Start date: 2016
Experience
Current
June 22, 2022 - Present
RITTER DANIHER FINANCIAL ADVISORY LLC
Office #1: 7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255RIA
CRD#: 321827
Cincinnati, OH
Past
January 27, 2016 - June 29, 2022
RITTER DANIHER FINANCIAL ADVISORY LLC
RIA
CRD#: 119901
CINCINNATI, OH
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".
RITTER DANIHER FINANCIAL ADVISORY LLC
HICKORY ASSET MANAGEMENT | RITTER DANIHER FINANCIAL ADVISORY LLC
CRD#: 321827 / SEC#: 801-125847
RIA
Registered Investment Advisory firm - (6/13/2022 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(6/22/2022)
IAR
Texas(6/22/2022)
Exams
Current Firm
RITTER DANIHER FINANCIAL ADVISORY LLC
HICKORY ASSET MANAGEMENT | RITTER DANIHER FINANCIAL ADVISORY LLC
CRD#: 321827 / SEC#: 801-125847
RIA
Registered Investment Advisory firm - (6/13/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255
Mailing Address
Phone number
(513) 233-0715
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,318 |
| AUM (Assets Under Management) | $ 605,911,373 |
Red Flags
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Company Information
RITTER DANIHER FINANCIAL ADVISORY LLC
CRD#: 321827Cincinnati, OH 45255TRUST BUT VERIFY
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