Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
31 years
Location
New Philadelphia, OH 44663
Primerica Advisors
Institution
Daniel Hipp is a financial advisor with Primerica Advisors in New Philadelphia, Ohio, holding a Series 63 designation and over 31 years of industry experience. He has worked with Primerica Financial Services since 1985 and with Connecticut Mutual Life Insurance Co since 1993. Outside of his advisory role, he is an independent contractor property and casualty agent with Bungard Mack Insurance Company and is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
New Philadelphia, OH
1776 Tech Park Dr NE, Suite 102 A
New Philadelphia OH 44663
Advisors at this office
12
Ohio
31 years of industry experience
Primerica Advisors
2015 - Present • 11 years
New Philadelphia, OH
Connecticut Mutual Life Insurance Co
1993 - Present • 33 years
Sylvania, OH
Primerica Financial Services
1985 - Present • 41 years
New Philadelphia, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dover, OH
Hindman Financial, LLC
Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.
CFP®, CFA®, Series 66
New Philadelphia, OH
Rea Wealth Management
Douglas Feller is a CFP® and CFA® with 23 years of industry experience. He has been with Rea Wealth Management and Commonwealth Financial Network since 2002. Outside of his advisory role, he is a co-owner of Rea Real Estate, Ltd., which manages commercial real estate in Ohio. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolio management, financial planning, and mutual fund asset-allocation services through a team of 11 advisors.
Series 66
New Philadelphia, OH
Rea Wealth Management
Thomas Schrock is a financial advisor at Rea Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has been with Rea Wealth Management and Commonwealth Financial Network since 2019. Prior to that, he worked at MAI Capital Management, LLC from 2014 to 2018. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, utilizing both customized portfolios and model-based allocations across equity and fixed-income strategies.
Series 63, Series 65
New Philadelphia, OH
Rea Wealth Management
Douglas Bambeck is a financial advisor at Rea Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rea Wealth Management and Commonwealth Financial Network since 1998. He serves on the board of FFD Financial Corp, a publicly traded holding company for First Federal Community Bank. Rea Wealth Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing investment advisory and financial planning services. The firm employs customized asset allocation strategies across multiple asset types and offers both discretionary and non-discretionary management through proprietary and third-party model programs.
Series 63, Series 66
New Philadelphia, OH
Rea Wealth Management
Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Rea Wealth Management and Commonwealth Financial Network since 2017. Outside of advising, he co-owned a floral and event design business from 2016 to 2020. Rea Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers personalized asset management and financial planning services, utilizing a range of investment strategies and programs through an 11-advisor team.
CFP®, ChFC®, Series 63, Series 65
New Philadelphia, OH
Rea Wealth Management
Matthew Campbell is a CFP® and ChFC® with 25 years of industry experience. He has worked at Rea Wealth Management and CommonWealth Financial Network since 2000. Outside of his advisory role, he is co-owner of Rea Real Estate, Ltd., a commercial real estate management entity in Ohio. Rea Wealth Management is an SEC-registered, multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers tailored financial planning and asset management services, utilizing a mix of equity and fixed-income strategies along with mutual fund asset-allocation models to align portfolios with clients’ goals and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")