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Dana George Sippel

Glassman Wealth Services, LLC

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About Dana George Sippel

Dana Sippel is a financial advisor with Glassman Wealth Services, LLC. Dana has been in the financial services industry since 2006 and holds the Series 7, 63, and 65 licenses. Dana is also a Certified Financial Planner and a Personal Financial Specialist. Dana works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Dana has a wide range of experience and specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Dana Sippel is currently registered with Glassman Wealth Services, LLC. Glassman Wealth Services, LLC is an independent, fee-only registered investment advisory firm headquartered in Vienna, Virginia. They provide a range of financial advisory services, including financial planning, portfolio management, and selection of other advisors, to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $2 billion in assets.
Glassman Wealth Services, LLC

8000 TOWERS CRESCENT DRIVE

VIENNA, VA 22182

$2.05B

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Sippel’s Registration & Firm History

VA

04/21/2017 - Present

Glassman Wealth Services, LLC (VIENNA VA)

MD

12/21/2006 - 03/05/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHEVY CHASE MD)

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Licenses & Designations

BC

Issued 01/29/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/28/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana George Sippel.
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