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Dan Romick
Financial Advisor, President at Romick Wealth Strategies,
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Work Experience
Financial Advisor, President
Mar 2021 - Present · 3 years and 10 months
President
Oct 2012 - Present · 12 years and 3 months
Financial Advisor, Vice President
Oct 2012 - Mar 2021 · 8 years and 5 months
Company Details
When it comes to your finances, I act as your personal CFO; keeping the complex simple; acting as an advocate and accountability partner when it comes to your goals; taking stress from financial decisions and refining a clear path forward. Disclaimer "Romick Wealth Strategies is an independent firm not affiliated with Money Concepts Capital Corp." Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 1979-2010 Money Concepts International Inc.
Year Founded
2021
Social Media
Linkedin
Industry
Investment Management
HQ Location
101 W Sandusky St Suite 202 Findlay, Ohio 45840, US
Keywords
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