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Thomas Cruise Hofstetter

Daymark Wealth Partners, LLC

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About Thomas Cruise Hofstetter

Thomas Cruise Hofstetter is an investment advisor representative with Daymark Wealth Partners, LLC. Thomas has been in the financial industry since 1993. Thomas's specializations include Retirement Planning, College Savings, and Estate Planning. He has a strong background in working with high-net-worth individuals, charitable organizations, corporations and businesses, and pension and profit-sharing plans.

Firm Information

Thomas Hofstetter 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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Thomas Hofstetter’s Registration & Firm History

OH

04/30/2024 - Present

Daymark Wealth Partners, LLC (CINCINNATI OH)

CT

01/29/2016 - 05/08/2024

WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)

CT

10/16/2009 - 02/03/2016

MORGAN STANLEY (WESTPORT CT)

CT

11/15/2002 - 10/28/2009

UBS FINANCIAL SERVICES INC. (WESTPORT CT)

NY

08/16/1993 - 11/25/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/09/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Cruise Hofstetter.
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