Daniel Scott Mick
Investment adviser representative at Ridgeline Wealth Planning LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$259.6MFirm assets
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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 fee
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.
- Ridgeline Wealth Planning LLCMay 2024 to now
- Various OrganizationsMar 2018 to now
- KrogerMar 2020 to May 2024
- Little Miami High SchoolAug 2017 to May 2021
- StudentJun 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Ridgeline Wealth Planning LLC
$259.6MAssets managed
443Clients
5Advisers
2 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
- 7946371
- Firm CRD
- 307702