Unclaimed Profile

Michael A Henn

SWISHER FINANCIAL CONCEPTS, INC.·WESTERVILLE, Ohio

Clean recordSWISHER FINANCIAL CONCEPTS, INC.

612 OFFICE PARKWAY, WESTERVILLE, OH 43082CRD# 4582922Firm CRD# 121384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael A Henn · WESTERVILLE, OH

Registration

CRD #4582922 · SWISHER FINANCIAL CONCEPTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael A Henn is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with SWISHER FINANCIAL CONCEPTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Michael

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

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

Firm Overview

Firm

SWISHER FINANCIAL CONCEPTS, INC.

AUM

$223M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SWISHER FINANCIAL CONCEPTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Commissions

Regulatory

SEC/IARD CRD# 4582922

Firm CRD# 121384

View on FINRA BrokerCheck →

Looking for a financial advisor in WESTERVILLE?

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

Browse WESTERVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael A Henn offer?

Michael A Henn specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Michael A Henn's credentials?

Michael A Henn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael A Henn located?

Michael A Henn is based in WESTERVILLE, Ohio, working with SWISHER FINANCIAL CONCEPTS, INC.. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Michael A Henn charge for services?

Michael A Henn's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWISHER FINANCIAL CONCEPTS, INC.?

SWISHER FINANCIAL CONCEPTS, INC. has approximately 7 employees and manages $223M 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 →