Scott D. Schwalich

TISHY FINANCIAL

WEST CHESTER, OH 45241

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CRD#: 7329766

Professional summary

Scott David Schwalich, CFP® is a registered financial advisor currently at TISHY FINANCIAL LLC located in West Chester, Ohio.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Scott has worked at 3 firms .

At a Glance

Always Fiduciary

Aliases

None

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 Scott David Schwalich'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^®

Certified Financial Planner

Start date: 2020

Experience

Current

July 21, 2026 - Present

TISHY FINANCIAL LLC

Office #1: 9624 Cincinnati Columbus Rd. Suite 212, West Chester, OH 45241

RIA

CRD#: 327162

WEST CHESTER, OH

Past

September 12, 2022 - July 20, 2026

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

RIA

CRD#: 292661

DAYTON, OH

Past

January 25, 2021 - September 1, 2022

ANDERSON FINANCIAL STRATEGIES, LLC

RIA

CRD#: 290343

DAYTON, OH

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
(7/21/2026)

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

Current Firm

TISHY FINANCIAL LLC

CRD#: 327162 / SEC#:

Ohio

Registered Investment Advisory firm - (6/21/2023 Approved)

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Contact information

Main Address

9624 Cincinnati Columbus Rd. Suite 212, West Chester, OH 45241

Mailing Address

Phone number

(513) 953-9338

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 10,498,293

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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Scott D. Schwalich

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott David Schwalich's CRS (Customer Relationship Summary).

Certified licenses

Experience

TISHY FINANCIAL LLC

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

ANDERSON FINANCIAL STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Current Firm

TISHY FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TISHY FINANCIAL LLC

TRUST BUT VERIFY

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