Kaylie B. Wise

RITTER DANIHER FINANCIAL ADVISORY LLC

Cincinnati, OH 45255

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CRD#: 7752346

Professional summary

Kaylie B Wise is a registered financial advisor currently at RITTER DANIHER FINANCIAL ADVISORY LLC located in Cincinnati, Ohio.

Kaylie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kaylie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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 Kaylie B Wise'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

June 20, 2025 - Present

RITTER DANIHER FINANCIAL ADVISORY LLC

Office #1: 7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255

RIA

CRD#: 321827

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
(6/20/2025)

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 65

Date: 5/4/2024

Uniform Investment Adviser Law Examination

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)

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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

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RITTER DANIHER FINANCIAL ADVISORY ADV PART 2A (9/8/2025)

Regulatory assets under management

Total Number of Accounts	1,318
AUM (Assets Under Management)	$ 605,911,373

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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Kaylie B. Wise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylie B Wise's CRS (Customer Relationship Summary).

Certified licenses

Experience

RITTER DANIHER FINANCIAL ADVISORY LLC

Primary Firm SEC Registration

RITTER DANIHER FINANCIAL ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2024

Current Firm

RITTER DANIHER FINANCIAL ADVISORY LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RITTER DANIHER FINANCIAL ADVISORY LLC

TRUST BUT VERIFY

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