Wrought Iron Financial, LLC is a registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Wrought Iron Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wrought Iron Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
All content on any social media platform is for education and entertainment only - nothing should be construed as individual advice. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Wrought Iron Financial, LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
CFP® (Certified Financial Planner): Daniel Amiot is certified for financial planning services in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, Daniel Amiot may refer to themself as a CERTIFIED FINANCIAL PLANNER™ professional or a CFP® professional, and Daniel Amiot may use these and CFP Board’s other certification marks (the “CFP Board Certification Marks”). The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.cfp.net.
NAPFA: Wrought Iron Financial LLC is a member of The National Association of Personal Financial Advisors (NAPFA). The association provides support and education for over 4,400 fee-only advisers and is governed by the NAPFA Board of Directors. Daniel Amiot is a CERTIFIED FINANCIAL PLANNER™ professional. Membership and certification do not imply a certain level of skill or training. Please visit the following link for more information: https://www.napfa.org.
XY Planning Network is a membership organization for fee-only financial advisors. Members must adhere to standards of conduct. Membership does not imply a certain level of skill or training. Please visit the following link for more information: https://www.xyplanningnetwork.com/advisor/membership-standards/.
Accredited Investment Fiduciary Analyst® (AIFA®): The AIFA® Designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards. Please visit the following link for more information: https://www.fi360.com/what-we-do/learning-development/
For more information about our firm, our services, our people, and our designations, we invite you to download and read our Form ADV Part 2.