Daniel Earl Wolodkiewicz

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2003-02-18 → 2003-03-11
  Equitable Advisors, Llc
  Centerville, OH

Other Businesses

*PINNACLE FINANCIAL ASSOCIATES, INVESTMENT RELATED,1195 MEADOWBRIDGE DRIVE, SUITE B BEAVERCREEK, OH 45434, FINANCIAL SERVICES, INS. SALES, ANNUITY SALES, OWNER/PRESIDENT, 9/22/06-PRES.,160 HRS/MO, DURING TRADE HRS. WITH SEVERAL INS COMPANIES TO SELL LIFE, HEALTH, LTC, AND FIXED ANNUITIES. *WOLODKIEWICZ FAMILY TRUST,2106 ANNANDALE PLACE, XENIA, OH 45385,11/22/2019, ONGOING, TRUSTEE, TRUSTEE WITH WIFE JANET M WOLODKIEWICZ, NOT INV REL, NOT DURING TRD HRS, -1 HR/MTH. *WALLYCO, LLC. 1195 MEADOWBRIDGE DRIVE, SUITE B BEAVERCREEK, OH 45434. INV REL. JAN 2026. LLC CREATED TO OWN, MANAGE, LEASE, AND DEVELOP REAL ESTATE IN THE FUTURE. MEMBER. DURING SOME TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-31
• S63 Uniform Securities Agent State Law Examination
  1999-04-30

Designations

• Certified Financial Planner

Other Names

• Dan Wolodkiewicz
• Daniel E Wolodkiewicz