Daniel Scott Mick
Investment Adviser Representative at Ridgeline Wealth Planning LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Scott Mick is an investment adviser representative with Ridgeline Wealth Planning LLC in Centerville, OH, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Little Miami High SchoolAug 2017 – May 2021Cincinnati, OH
- KrogerMar 2020 – May 2024Maineville, OH
- Various OrganizationsMar 2018 – no end date reportedSouthwest Region, OH
- Ridgeline Wealth Planning LLCJun 2024 – no end date reportedCenterville, OH
- Ridgeline Wealth PlanningMay 2024 – Jun 2024Centerville, OH
- StudentJun 2014 – Jun 2017Cincinnati, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ridgeline Wealth Planning LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- $0 - $2,000,0001.00%
- $2,000,001 - $4,000,0000.90%
- $4,000,001 - $7,000,0000.80%
- $7,000,001 and Up0.65%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, tax planning, investment management, estate planning, financial organization, and business decision guidance. The firm offers personalized, ongoing financial planning as a fee-only fiduciary.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Centerville, OH
- SEC file number:
- 801-129850
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Ridgeline Wealth Planning LLC
4 other advisors in the directory
Similar advisors in Centerville, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Scott Mick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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