Mica Dauch
Investment adviser representative at Whitaker-myers Wealth Managers, Ltd.
12 yearsExperience
1 stateRegistered in
$850.6MFirm assets
6 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Whitaker-myers Wealth Managers, Ltd.Jul 2024 to now
- Buckeye State Credit UnionMay 2023 to Jun 2024
- Navigator Wealth ManagementSep 2022 to Dec 2023
- Franklin UniversityMay 2022 to May 2024
- OhiohealthJul 2021 to May 2023
- North Central State CollegeAug 2019 to Dec 2021
- ChinatownOct 2018 to Jul 2023
- Lucas Local SchoolsAug 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Whitaker-myers Wealth Managers, Ltd.
$850.6MAssets managed
3,458Clients
16Advisers
6 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
- 7662413
- Firm CRD
- 286093