Swisher Financial Concepts, Inc.

CRD 121384 · Westerville, OH · $317.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 121384
SEC number: 801-115211
Firm type: RIA
Assets under management: $317.0M as of Mar 12, 2026
Website: www.facebook.com/Swisher-Financial-Concepts-Inc-785819058275337 ↗
Phone: 614-890-1930
Address: 612 Office Parkway, Westerville, OH, 43082

Advisors at this firm

5 in our index · page 1 of 1

Christopher Aaron BrubakerCRD 7553332 · Westerville, OH

IA RegisteredBroker
Michael A HennCRD 4582922 · Westerville, OH

IA RegisteredRegistration inactive
Zachary Allen KountzCRD 6684876 · Westerville, OH

IA RegisteredRegistration inactive
Brett Scott VandervortCRD 6306604 · Westerville, OH

IA RegisteredRegistration inactive
Daniel Edward WolfordCRD 2886642 · Westerville, OH

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 121384 ↗ FINRA BrokerCheck record for firm CRD 121384 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.