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Jeffrey Earl Daniher

Bluespring Wealth Management, LLC

Austin, TX

Cincinnati, OH

CRD 3101418

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Employer firm

Bluespring Wealth Management, LLC CRD 152667

$5.43B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bluespring Wealth Management, Llc

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-18
TX RA APPROVED 2026-06-18
  • OH RA
    APPROVED
    Since 2026-06-18
  • TX RA
    APPROVED
    Since 2026-06-18

Branch Locations

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255 • 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
Ritter Daniher Financial Advisory, Llc Cincinnati OH 07/1999 06/2022
Ritter Daniher Financial Advisory Llc Cincinnati OH 06/2022 06/2026
Kestra Financial Inc. Cincinnati OH 06/2026 Present
Previous Registrations
  • 2022-06-22 → 2026-07-08
    Ritter Daniher Financial Advisory Llc
    Cincinnati, OH
  • 2009-01-13 → 2022-06-29
    Ritter Daniher Financial Advisory Llc
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
  • 2003-04-01 → 2008-12-31
    Ritter Daniher Financial Advisory Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-06
S63 Uniform Securities Agent State Law Examination 1998-10-22
  • S65 Uniform Investment Adviser Law Examination
    1999-07-06
  • S63 Uniform Securities Agent State Law Examination
    1998-10-22
Designations
  • Certified Financial Planner
Other Names
  • Jeffrey E Daniher

View on SEC IAPD

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Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
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Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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