Daymark Wealth Partners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 320878
- SEC number
- 801-124936
- Firm type
- RIA
- Assets under management
- $5.0B as of Feb 6, 2026
- Website
- music.amazon.com/podcasts/e979087c-4327-4814-8599-f7ae256458ce/staying-on-track?ref=dm_sh_k3dUjSg6FgWNZRmoKy7QJ4X2u ↗
- Phone
- 513-838-2520
- Address
- 9675 Montgomery Road, Cincinnati, OH, 45242
Advisors at this firm
31 in our index · page 1 of 1
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Loni Jo Adams-KiskadenCRD 4868542 · Cincinnati, OHIA RegisteredRegistration inactive
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Daniel Norman BaronCRD 2863972 · Southport, CTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Jason Michael BeischelCRD 4575752 · Cincinnati, OHIA RegisteredRegistration inactive
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Peter John BolandCRD 1336706 · Cincinnati, OHIA RegisteredRegistration inactiveDisclosure event(s) on record
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Zachary Thomas BraunCRD 8160419 · Cincinnati, OHIA Registered
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Hilary Anne BrysonCRD 2344395 · Ten Mile, TNIA RegisteredRegistration inactive
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Vincenzo CostanzoCRD 2034704 · Cincinnati, OHIA RegisteredRegistration inactiveDisclosure event(s) on record
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Anthony Joseph CostanzoCRD 6858363 · Cincinnati, OHIA RegisteredRegistration inactive
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Daryl Joseph DemoCRD 1721526 · Cincinnati, OHIA RegisteredRegistration inactive
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Justin Paul FitchkoCRD 5056591 · Pepper Pike, OHIA RegisteredRegistration inactive
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Kimberly Jean FitzgeraldCRD 2870680 · Pepper Pike, OHIA RegisteredRegistration inactive
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Megan E HelbigCRD 4545526 · Southport, CTIA RegisteredRegistration inactive
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Thomas Cruse HofstetterCRD 2373065 · Southport, CTIA RegisteredRegistration inactive
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Martin HopkinsCRD 2041767 · Westlake, OHIA RegisteredRegistration inactive
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Gregg Adam KaplanCRD 4642536 · Chicago, ILIA Registered
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John Read KaufmanCRD 2414917 · Herber City, UTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Jacob John KrecicCRD 3072417 · Westlake, OHIA RegisteredRegistration inactive
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Eric Kevin LarisonCRD 6530627 · Cincinnati, OHIA RegisteredRegistration inactive
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Michael Ray LarisonCRD 1335045 · Cincinnati, OHIA RegisteredRegistration inactive
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Rex Elliot MackCRD 2389983 · Cincinnati, OHIA RegisteredRegistration inactiveDisclosure event(s) on record
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Robert Ernest PrangleyCRD 1966792 · Cincinnati, OHIA RegisteredRegistration inactive
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Patrick Michael PetscheCRD 1973232 · Cincinnati, OHIA RegisteredRegistration inactiveDisclosure event(s) on record
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Michael William QuinCRD 3105835 · Cincinnati, OHIA RegisteredRegistration inactiveDisclosure event(s) on record
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Victoria Miller RickerCRD 1720311 · Fort Lauderdale, FLIA RegisteredRegistration inactive
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Emily Carolyn RoweCRD 7189974 · Stuart, FLIA RegisteredRegistration inactive
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Steven Lawrence RoweCRD 1732516 · Stuart, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
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Joseph Francis SchmidtCRD 2422608 · Pepper Pike, OHIA RegisteredRegistration inactiveDisclosure event(s) on record
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Andrew Lee SikorovskyCRD 4518461 · Pepper Pike, OHIA RegisteredRegistration inactive
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Patrick Neal StraderCRD 5117242 · Stuart, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
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Karen Jean SuskowiczCRD 2661700 · Pepper Pike, OHIA RegisteredRegistration inactive
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T Rodney TwellsCRD 1545116 · Pepper Pike, OHIA RegisteredRegistration inactive
1–31 of 31
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 320878 ↗
FINRA BrokerCheck record for firm CRD 320878 ↗
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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.