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Inactive

Daniel Vincent Klusty

Oneseven

Ash, OH

Beachwood, OH

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Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-23
  • OH RA
    APPROVED
    Since 2025-07-23

Branch Locations

9428 Kenwood Rd Blue, Ash, OH 45242 • United States

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shelton Capital Management Denver CO 06/2023 05/2025
Roundtable On The Square Oxford MS 02/2022 05/2023
University Of Mississippi Oxford MS 06/2021 01/2022
Callahan Financial Cincinnati OH 05/2020 06/2021
University Of Mississippi Oxford MS 08/2019 05/2020
Klusty Sign Associates Cincinnati OH 06/2019 08/2019
March First Brewing Cincinnati OH 11/2017 08/2019
St. Xavier High School Cincinnati OH 08/2015 07/2019
One Seven Beachwood OH 07/2025 Present
  • 06/2023 → 05/2025
    Shelton Capital Management
    Denver, CO
  • 02/2022 → 05/2023
    Roundtable On The Square
    Oxford, MS
  • 06/2021 → 01/2022
    University Of Mississippi
    Oxford, MS
  • 05/2020 → 06/2021
    Callahan Financial
    Cincinnati, OH
  • 08/2019 → 05/2020
    University Of Mississippi
    Oxford, MS
  • 06/2019 → 08/2019
    Klusty Sign Associates
    Cincinnati, OH
  • 11/2017 → 08/2019
    March First Brewing
    Cincinnati, OH
  • 08/2015 → 07/2019
    St. Xavier High School
    Cincinnati, OH
  • 07/2025 → Present
    One Seven
    Beachwood, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-20
S63 Uniform Securities Agent State Law Examination 2024-03-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-20
  • S63 Uniform Securities Agent State Law Examination
    2024-03-13

View on SEC IAPD

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
U.S. BANCORP ADVISORS, LLC
GOLDEN RESERVE RETIREMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
UNION STRATEGIC ADVISORS

Other Investors

ALBERT BERNARD VONDERHEIDE
JEFFREY ALLEN CREEK
MATTHEW HAROLD RICHARDSON
MARK HERBERT SCHNIZER
BRYAN NICHOLAS GRISAK
Joseph D Shults
GINA MAY SCOTT
CHRISTOPHER A. BUSH

Other Offices

ONESEVEN · Cincinnati, OH
LPL FINANCIAL LLC · BLUE ASH, OH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BLUE ASH, OH
FIFTH THIRD SECURITIES, INC. · CINCINNATI, OH
U.S. BANCORP ADVISORS, LLC · Cincinnati, OH
GOLDEN RESERVE RETIREMENT, LLC · Cincinnati, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CINCINNATI, OH
EDWARD JONES · BLUE ASH, OH

More in Ash, OH

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