Dan Bartholomew
Wealth Strategist @21st Century Financial
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WORK HISTORY
Wealth Strategist @21st Century Financial
I am excited to work at 21st Century Financial to help our clients organize and coordinate their financial position by implementing financial programs to protect and accumulate wealth, fund college and retirement, as well as estate and business planning.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at d••••••••@xxiadvisors.com. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc,(HTK), Registered Investment Advisor, Member FINRA SIPC Springside Drive, Suite 100, Akron, OH 33••••••••21st Century Financial, Inc. and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Our representatives are insurance and securities licensed in the following states: Ohio. This is not an offer or solicitation in any state.17•••92TM_AUG17
EDUCATION
Capital University
Bachelor, Politcal Science
SKILLS
ABOUT DAN BARTHOLOMEW
Investment advisory services offered by duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Preferred Planning Services are unaffiliated entities.
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