Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
17yrs
Daniel Riegner
Financial advisor at ESI Financial Advisors
Based in Columbus, Ohio, Daniel Riegner is a financial advisor with 17 years of industry experience. Daniel joined ESI Financial Advisors in 2010, a firm offering financial planning, investment management, and retirement plan consulting. ESI Financial Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 56% of advisors in Columbus
Office100 E Campus View Blvd Suite 125, Columbus, OH 43235
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2010 – nowEquity Services, Inc.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 ESI Financial Advisors at 800-344-7437 and ask for Daniel Riegner. Daniel works from the Columbus, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 17 years. More experience than 56% of advisors in Columbus.
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?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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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