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Daniel Scott Libstorff

United Advisor Group

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About Daniel Scott Libstorff

Daniel Libstorff is an Investment Advisor Representative associated with United Advisor Group. Daniel has been in the financial services industry for several years, with a focus on providing financial planning and investment management services. Daniel has a strong background in the industry and has a proven track record of success. Daniel is committed to helping clients achieve their financial goals. Daniel is also a Registered Representative and has passed the Series 7, Series 66 and SIE exams. Daniel is licensed to provide financial services in Ohio. Daniel is also the owner of Libstorff Financial Group, LLC dba Sunset Wealth Management.

Firm Information

Daniel Libstorff is currently registered with United Advisor Group. United Advisor Group is an investment advisory firm based in that provides financial planning, portfolio management for individuals and businesses, and educational seminars. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $578 million in assets.

$578.77M

Assets Under Management

Not reported

Total Clients

28

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Daniel Libstorff’s Registration & Firm History

OH

10/27/2023 - Present

United Advisor Group (Morrow OH)

OH

07/09/2014 - 07/09/2015

NATIONAL PLANNING CORPORATION (MASON OH)

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Licenses & Designations

BOTH

Issued 03/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Scott Libstorff.
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