Merrill
47yrs
Top advisor by experience in Cincinnati
36yrs
Daniel Wolf
Full name on record: Daniel David Wolf
Financial advisor at Money Concepts Advisory Service
Daniel Wolf is a financial advisor in Cincinnati, Ohio, with 36 years in the industry. Daniel joined Money Concepts Advisory Service in 2002, a firm offering financial planning and investment management. Money Concepts Advisory Service reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience36 years (since 1990)
How that compares ?Top 6% by experience in Cincinnati
Office2930 Glendale-Milford Road Suite. 320, Cincinnati, OH 45241
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2002 – nowMoney Concepts Capital CorpCurrent firm
Contact Daniel
(561) 472-2000Firm headquarters in Palm Beach Gardens, FL. Ask for Daniel. 2930 Glendale-Milford Road Suite. 320Cincinnati, OH 45241Office · Get directions Firm websiteHTTP://WWW.MONEYCONCEPTS.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Money Concepts Advisory Service at (561) 472-2000 and ask for Daniel Wolf. Daniel works from the Cincinnati, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1990, about 36 years. Top 6% by experience in Cincinnati.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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