Daniel Scharlach

330 Intertech Pkwy Suite 260

Angola, IN

46703

Phone:

Email:

260-243-5101

Website: www.innovativewealthpartner.com

 

Dan has been involved in the financial services industry since 2001. He possesses an in-depth knowledge of investments and insurance and has built a sound reputation for seeking to design efficient wealth creation and protection strategies for clients.

 

As a broker, Dan has the flexibility to recommend and implement many financial strategies. Most of which are common and routine although some of which are specialized and different from the industry. The model that he uses allows him to analyze almost every financial decision that a client could want to look into.

 

Dan’s advice is grounded in a verifiable process based upon fundamental economic principles. His clients vary from someone new into the workforce all the way to businesses with hundreds of employees. He routinely works in conjunction with some of the region’s leading attorneys and accountants to provide complete strategies for his clients that integrate all aspects of their wealth management.

 

Dan is a graduate of Grace College and is a registered representative with LPL Financial and investment advisor representative with Stratos Wealth Partners. He regularly participates in workshops and study groups to stay on top of the changing economic landscape and wealth management trends and techniques.

 

He is active in his local community serving on several boards and always willing to help teach, mentor, or provide advice to those who need it. Dan and his family, Jillian and Grace, are charitably inclined and believe in treating others as they would want to be treated. One of his passions in life is to help others and his career allows him to fulfill this in many different ways.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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