Loni Jo Adams-kiskaden
Investment adviser representative at Daymark Wealth Partners, LLC
13 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Daymark Wealth Partners, LLCApr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Apr 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2022
- Wells Fargo Advisors LLCJan 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
Daymark Wealth Partners, LLC
$5BAssets managed
2,107Clients
37Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4868542
- Firm CRD
- 320878