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Daniel Scott Libstorff

United Advisor Group

Morrow, OH

Cincinnati, OH

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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-27
  • OH RA
    APPROVED
    Since 2023-10-27

Branch Locations

Morrow, OH • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • 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
Libstorff Financial Group, Llc Dba Sunset Wealth Management Maineville OH 08/2015 12/2016
Capital Portfolio Advisors, Inc. Centerville OH 12/2016 07/2024
Daniel Libstorff, Sole Proprietor Centerville OH 07/2015 Present
Libstorff Financial Group, Llc D/B/A Sunset Wealth Management Morrow OH 08/2015 07/2024
United Advisor Group Morrow OH 08/2023 Present
  • 08/2015 → 12/2016
    Libstorff Financial Group, Llc Dba Sunset Wealth Management
    Maineville, OH
  • 12/2016 → 07/2024
    Capital Portfolio Advisors, Inc.
    Centerville, OH
  • 07/2015 → Present
    Daniel Libstorff, Sole Proprietor
    Centerville, OH
  • 08/2015 → 07/2024
    Libstorff Financial Group, Llc D/B/A Sunset Wealth Management
    Morrow, OH
  • 08/2023 → Present
    Morrow, OH
Previous Registrations
  • 2019-06-10 → 2024-08-06
    Sunset Wealth Management
    Morrow, OH
  • 2016-12-23 → 2019-11-22
    Capital Portfolio Advisors, Inc.
    Centerville, OH
  • 2015-08-11 → 2016-12-15
    Sunset Wealth Management
    Maineville, OH
  • 2015-03-05 → 2015-07-09
    National Planning Corporation
    Mason, OH
Other Businesses

Daniel Libstorff, Sole Proprietor; Investment Related; Fixed Insurance Sales; Insurance Agent; Maineville, OH; Involved up to 10% time each month, including during traditional business hours; started 07/2015. I am Co-Owner of GMD Properties LLC, A Florida LLC engaged in the business of buying, rehabbing and selling homes, not rentals.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-04
  • S66 Uniform Combined State Law Examination
    2015-03-04
Other Names
  • Daniel S. Libstorff

View on SEC IAPD

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