BBB Accredited Business Profile

Dan Wehner

Dan Wehner

(614) 668-1968

Dan Wehner

19 years in business
1370 Morning Ave
Columbus, OH 43212-2942
Fax Numbers
  • (614) 547-0234
Additional Phone Numbers
  • (614) 888-9700
  • (800) 975-1773
Additional Email Addresses
BBB File Opened: 10/30/1998
Business Started: 08/01/1998
Type of Entity
Sole Proprietorship
Contact Information
  • Principal: Mr. Daniel Matthew Wehner, President
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Health Insurance
  • Life Insurance
  • Retirement Planning Services
  • Insurance Services Office
  • Estate Planning and Management
  • Tax Consultant

Products & Services
Financial Planner offering Retirement Income & Estate Planning
Service Area
We service the following area(s): Ohio
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



Independent financial advisor, tax planning & retirement income planning.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Dan Wehner

Dan Wehner


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