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T rodney Twells

Daymark Wealth Partners, LLC

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About T rodney Twells

Rodney Twells is an investment advisor representative at Daymark Wealth Partners, LLC. Rodney has been in the securities industry since August 1997. Rodney is also registered with the State of Ohio as an investment advisor representative. Daymark Wealth Partners, LLC offers financial planning and portfolio management services to individuals and families, businesses, charitable organizations, and trusts. They have a wide range of experience in wealth management, including investment management, retirement planning, estate planning, and tax planning. Rodney is also a Chartered Financial Analyst (CFA).

Firm Information

T rodney Twells is currently registered with Daymark Wealth Partners, LLC. Daymark Wealth Partners, LLC is an investment advisor headquartered in Cincinnati, Ohio. The firm has 19 investment advisor representatives and manages $3.94 billion in assets for 6,073 accounts. Daymark Wealth Partners provides financial planning and portfolio management services to individuals, high-net-worth individuals, trusts, corporations, charitable organizations, and pension and profit-sharing plans.
Daymark Wealth Partners, LLC

9675 MONTGOMERY ROAD

CINCINNATI, OH 45242

$3.94B

Assets Under Management

Not reported

Total Clients

18

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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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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T rodney Twells’s Registration & Firm History

OH

05/05/2023 - Present

Daymark Wealth Partners, LLC (CINCINNATI OH)

OH

08/06/1997 - 05/15/2023

WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)

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Licenses & Designations

IA

Issued 12/17/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for T rodney Twells.
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