AdvisorOS Directory
Claim Profile
Unclaimed Profile
DW

Daniel Michael Philip Welker

NORTH POINT PORTFOLIO MANAGERS CORPORATION·ORANGE VILLAGE, Ohio
SIE, Series 3, Series 7, Series 7TO, Series 31, Series 66CFPCFAClean record22 years registeredNORTH POINT PORTFOLIO MANAGERS CORPORATION
100 PARK AVENUE, ORANGE VILLAGE, OH 44122-8201CRD# 4550410Firm CRD# 111257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Michael Philip Welker · ORANGE VILLAGE, OH
Registration
CRD #4550410 · NORTH POINT PORTFOLIO MANAGERS CORPORATION · 22 years registered
Brand Profile
Not yet started
01

Career History

EDWARD JONES
May 2025 – present
NORTH POINT PORTFOLIO MANAGERS CORPORATION
Jan 2017 – Jul 2021
ORANGE VILLAGE, OH
J.P. MORGAN ASSET MANAGEMENT
May 2008 – Nov 2009
NEW YORK, NY
RAYMOND JAMES & ASSOCIATES, INC.
Aug 2006 – Nov 2007
CLEVELAND, OH
MORGAN STANLEY
Oct 2003 – Jul 2006
BEACHWOOD, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 7TO
Series 31
Series 66
Registration record
First registered · October 10, 2003
Years registered · 22
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTH POINT PORTFOLIO MANAGERS CORPORATION
CRD 111257 · SEC 801-56362
AUM
$723M
Regulatory assets under management
Employees
5
266 client accounts
Services offered by NORTH POINT PORTFOLIO MANAGERS CORPORATION
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NORTH POINT PORTFOLIO MANAGERS CORPORATION →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORANGE VILLAGE?

Browse all registered financial advisors in ORANGE VILLAGE, Ohio or claim this profile if it's yours.

Browse ORANGE VILLAGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Michael Philip Welker offer?
Daniel Michael Philip Welker specializes in Investment Management, Fee-Only Advisory. Contact their office in ORANGE VILLAGE, Ohio for a consultation.
What are Daniel Michael Philip Welker's credentials?
Daniel Michael Philip Welker holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Michael Philip Welker located?
Daniel Michael Philip Welker is based in ORANGE VILLAGE, Ohio, working with NORTH POINT PORTFOLIO MANAGERS CORPORATION. Their office serves clients in the ORANGE VILLAGE metropolitan area and surrounding communities.
How does Daniel Michael Philip Welker charge for services?
Daniel Michael Philip Welker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH POINT PORTFOLIO MANAGERS CORPORATION?
NORTH POINT PORTFOLIO MANAGERS CORPORATION has approximately 5 employees and manages $723M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NORTH POINT PORTFOLIO MANAGERS CORPORATION

David M Mrosko
ORANGE VILLAGE, OH
Daniel Joseph Dreiling
ORANGE VILLAGE, OH
Diane Marie Stack
ORANGE VILLAGE, OH
Ronald James Lang
ORANGE VILLAGE, OH

More Advisors in ORANGE VILLAGE, Ohio

Mark Anthony Filippell
KIRTLAND CAPITAL CORPORATION·ORANGE VILLAGE, OH
Ralph Michael Dellaratta
KIRTLAND CAPITAL CORPORATION·ORANGE VILLAGE, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile