Our
Financial Advisors
Daniel Weingartner
CERTIFIED FINANCIAL PLANNER™
IRS Enrolled Agent
Director, Operations
Daniel Weingartner joined the statewide practice of Cooper, Adel, Vu Financial in 2021 after ten years experience in the financial planning industry.
Daniel is focused on helping clients establish their needs and goals to develop a holistic investment and financial roadmap that meets their objectives.
Daniel is a graduate of Miami University in Oxford, Ohio. Daniel started his career as an Investment Consultant with Scottrade. He was later promoted to Branch Manager for TD Ameritrade/Scottrade where he was responsible for day-to-day production and compliance as well as working with high net worth clients to execute their estate and tax needs. More recently, Daniel was a Financial Planner with Prudential; responsible for his clients’ wealth management.
In 2018, he received his Certified Financial Planner™ designation. CFP® professionals have met rigorous qualifications for financial planning, including several years of experience and passing the comprehensive CFP® Certification Examination. They are committed to act as a fiduciary, thereby acting in the best interests of their clients. Daniel has also qualified as an IRS Enrolled Agent and has thereby demonstrated special competence in tax preparation and representation matters; in this capacity, he is authorized to represent taxpayers before any IRS office. Recognizing his contributions to the strategic direction of Cooper, Adel, Vu Financial, Daniel was promoted to Director of Operations in 2023.
Daniel has a wife and a son. In his spare time, Daniel loves playing hockey and golf. He recently started woodworking making tables. He is a former member of Big Brother Big Sister Cincinnati. Daniel is also a regular blood donor.
Daniel Weingartner is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Daniel Weingartner is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.