# SENIORMARK

SENIORMARK is a RIA based in Sidney, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Sidney, United States
- **Region:** North America
- **Address:** Dayton, OH, United States
- **Assets under management:** Undisclosed
- **Website:** seniormark.com
- **LinkedIn:** https://www.linkedin.com/company/seniormark

## Regulatory record

- **CRD number:** 152216
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152216

## About

Seniormark is an independent insurance brokerage and agency that helps retirees with Medicare and retirement planning. The firm works to minimize Medicare confusion, maximize Social Security income, and safeguard retirement portfolios. Services include Medicare Supplement Insurance, Medicare Advantage Plans, Part D Prescription Drug Plans, Social Security Planning, Retirement/Income Planning, and educational workshops. Advisors are certified in senior advising and work one-on-one with clients.

## Sectors

- Retirees and seniors; Medicare and retirement planning

## People

- Dan Hoelscher — Founder and President
- Dan Hoelscher — President & Founder
- Patty Hoelscher — licensed accident and health agent
- Pam Kaiser — oversees the application process; life and health licenses
- Adam Fullenkamp — Certified Financial Planner™; licensed health and life insurance agent
- Renee Homan — licensed health insurance agent
- Alexis Braun
- Amanda Davidson

## Questions

### Who runs investment decisions at SENIORMARK?

The firm has not publicly identified its investment committee, CIO, or managing principal. Corporate filings in Ohio register the entity but do not list executive officers in a way that clarifies investment authority. Without disclosed team bios or media interviews, the decision-making structure remains internal.

## Related profiles

- [Selected Objectives](https://altss.com/profile/selected-objectives-llc)
- [Sentigo Technologies](https://altss.com/profile/sentigo-technologies)

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Last updated: 2026-08-11T15:08:04.536Z

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