Paladin Research Report For:

Dave Wilder

Total Wealth Planning

4665 Cornell Rd
Suite 160
Cincinnati, OH 45241
513-984-6696

About Dave Wilder

For over 35 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.

See Disclosures

General Information

Firm Start Year
  • 1989
No. of Employees
  • 10-19

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor's of Science - Accounting
  • Villanova University
    September 1985 -May 1989
Master's - Taxation
  • Villanova University
    September 1996 - April 2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1815835/paladinregistry-Total-Wealth-Planning-detailed-disclosure.html

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